Sales Administrator (Job Role)

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Role Hierarchy

The Sales Administrator job role directly and indirectly inherits these roles.

  • Sales Administrator
    • Access Groups Enablement

    • Business Intelligence Consumer

    • Channel Deal Registration Management

    • Consume Signals Events

    • Contract Amendment

    • Contract Authoring

    • Contract Search and View Access
      • Item Inquiry

      • Negotiation Viewing

    • Contract Setup
      • Resource Administration
        • Application World Reference Administration

        • Manage Users
          • Manage User Account
            • Edit User Name

            • Manage User Roles

            • Use REST Service - Public Workers Read Only

        • Use User Details Service

    • Contract Terms and Conditions Override Controls

    • Conversation Message Administration

    • Customer Self-Service Administration

    • Data Integration Management

    • Delete CRM documents on content server

    • Download data for Sales Account Custom Object Export

    • Employee Resource Administration
      • Resource Administration
        • Application World Reference Administration

        • Manage Users
          • Manage User Account
            • Edit User Name

            • Manage User Roles

            • Use REST Service - Public Workers Read Only

        • Use User Details Service

    • Functional Setups

    • Incentive Compensation Administration

    • Interview Definition Authoring

    • Interview Definition Managing

    • Interview Definition Publishing

    • Interview Definition Viewing

    • Item Inquiry

    • Lead Registration Processing

    • MDF Budget Maintenance
      • MDF Utilization

    • Nonstandard Contract Terms and Conditions Authoring

    • Opportunity Administration

    • Opportunity Channel Administration

    • Partner Deal Registration Management

    • Personal Campaign Management

    • Resource Organization Administration

    • Resource Team Administration

    • Sales Administrative Transaction Analysis
      • Business Intelligence Authoring

    • Sales Change History Inquiry

    • Sales Forecasting Delegated Management

    • Sales Lead Follow Up

    • Sales Lead Follow Up Management

    • Sales Lead Processing
      • Sales Lead Qualification

      • Sales Lead Qualification Supervision

      • Trading Community Import Batch Management

      • Trading Community Import Process Management

    • Sales Party Administration
      • Functional Setups

      • Sales Party Management
        • Sales Party Review
          • Contract View Access Across All Contracts
            • Item Inquiry

            • Negotiation Viewing

        • Trading Community Import Batch Management

        • Use User Details Service

      • Trading Community Data Quality Administration

      • Trading Community Import Batch Management

    • Sales Party Management
      • Sales Party Review
        • Contract View Access Across All Contracts
          • Item Inquiry

          • Negotiation Viewing

      • Trading Community Import Batch Management

      • Use User Details Service

    • Service Availability Management

    • Service Profile Administration

    • Service Request Administrator
      • Service Generative AI Administrator

      • Service Generative AI User

    • Service Status Computation

    • Setup Customer Center
      • Functional Setups

    • Subscription Amendment

    • Subscription Authoring

    • Subscription Sales View
      • Item Inquiry

    • Subscription Search and View Access
      • Item Inquiry

    • Subscription Setup

    • Territory Management Enterprise Administration
      • Functional Setups

      • Quota Management Enterprise Administration
        • Manage Users
          • Manage User Account
            • Edit User Name

            • Manage User Roles

            • Use REST Service - Public Workers Read Only

        • Quota Management Export Import

        • Quota Management Setup
          • Quota Export Management

      • Territory Management Export Import

      • Territory Management Setup
        • Quota Export Management

        • Quota Management Setup
          • Quota Export Management

        • Territory Management T2P Migration

    • Trading Community Import Batch Management

    • Upload data for Access Groups Import

    • Upload data for Action Import

    • Upload data for Action Plan Import

    • Upload data for Appointment Import

    • Upload data for Assignment Rule Import

    • Upload data for CSS Roles Import

    • Upload data for Campaign Import

    • Upload data for Category Import

    • Upload data for Channel Import

    • Upload data for Classification Code Import

    • Upload data for Common Custom Object Import

    • Upload data for Consumer Import

    • Upload data for Customer Hierarchy Import

    • Upload data for Customer Hierarchy Member Import

    • Upload data for Customer Import

    • Upload data for Data Visualization Configuration Import

    • Upload data for Deal Registration

    • Upload data for Employee Resource Import

    • Upload data for Event Team Members Import

    • Upload data for Events Import

    • Upload data for Group Customer Import

    • Upload data for Inbound Messages Import

    • Upload data for Interaction Import

    • Upload data for IoT Asset Relation Import

    • Upload data for IoT Registration Request Import

    • Upload data for Lead Import

    • Upload data for MDF Budget Import

    • Upload data for MDF Claim Import

    • Upload data for MDF Request Import

    • Upload data for Message Import

    • Upload data for Note Import

    • Upload data for Opportunity Custom Object Import

    • Upload data for Opportunity Import

    • Upload data for Price Book Import

    • Upload data for Product Group Import

    • Upload data for Product Import

    • Upload data for Queue Import

    • Upload data for Quota Import

    • Upload data for Resource Capacities Import

    • Upload data for Resource Team Import

    • Upload data for Sales Account Resource Team Import

    • Upload data for Sales Business Plan Import

    • Upload data for Sales Objectives Import

    • Upload data for Sales Orchestrations Import

    • Upload data for Sales Orders Import

    • Upload data for Sales Promotions Import

    • Upload data for Service Custom Object Import

    • Upload data for Service Request Import

    • Upload data for Simplified Account

    • Upload data for Simplified Contact

    • Upload data for Simplified Household

    • Upload data for Source System Reference Import

    • Upload data for Standard Text Import

    • Upload data for Task Import

    • Upload data for Template Import

    • Upload data for Territory Import

    • Upload data for Vehicles Import

    • Upload data for Web Activity Import

    • Workforce Profile Administration

Duties

This table lists the duties assigned directly and indirectly to the Sales Administrator job role.

Duty Role Description

Access Groups Enablement

Enables the Access Groups functionality.

Application World Reference Administration

Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language.

Business Intelligence Authoring

An author of Business Intelligence reports as presented in the web catalog. The role allows authoring within Business Intelligence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office.

Business Intelligence Consumer

A role required to allow reporting from Business Intelligence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. This role allow you to run reports from the web catalog but it will not allow a report to be authored from a subject area.

Channel Deal Registration Management

Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes.

Consume Signals Events

Duty role to consume business events for integration when a new object is created, updated, or deleted.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Contract Search and View Access

Searches and views contracts for the assigned business units.

Contract Setup

Contract Setup

Contract Terms and Conditions Override Controls

Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

Conversation Message Administration

Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

Data Integration Management

This role allows setup and management of data integration maps and instances.

Delete CRM documents on content server

Allows to delete CRM content on content server.

Download data for Sales Account Custom Object Export

Allows to download data exported from Sales Account Custom Object related data.

Employee Resource Administration

Administers HCM worker information.

Functional Setups

Uses the functional user overview, and assigned tasks, and task lists.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Interview Definition Authoring

Manage access for authoring Interview definitions.

Interview Definition Managing

Manage access for deleting and forcing checkout of Interview definitions.

Interview Definition Publishing

Manage access for publishing and unpublishing Interview definitions.

Interview Definition Viewing

Manage access for viewing Interview definitions.

Item Inquiry

Queries and views items in the enterprise.

Lead Registration Processing

Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

MDF Utilization

Creates and manages MDF requests and claims for marketing activities.

Manage User Account

Manages user roles.

Manage Users

Creates and updates users and assigns roles to users.

Negotiation Viewing

View the negotiation summary and details pages.

Nonstandard Contract Terms and Conditions Authoring

Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Partner Deal Registration Management

Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates.

Personal Campaign Management

Manages secured personal campaigns used to promote products or events to specific customers.

Quota Export Management

Manages bulk export of all sales territory quota related objects.

Quota Management Enterprise Administration

Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup.

Quota Management Export Import

Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import.

Quota Management Setup

Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry.

Resource Administration

Administers resource information.

Resource Organization Administration

Administers resource organizations.

Resource Team Administration

Defines resource teams.

Sales Administrative Transaction Analysis

BI duty role to administer analysis in all key areas in Sales, including but not limited to Revenue, Quota, Forecasting and Territory. Maps to Sales Administrator role

Sales Change History Inquiry

Views change history of sales business objects for members within the sales organization.

Sales Forecasting Delegated Management

Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users.

Sales Lead Follow Up

Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities.

Sales Lead Follow Up Management

Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Sales Lead Qualification

Qualifies sales leads to determine the sales readiness of the lead.

Sales Lead Qualification Supervision

Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Service Availability Management

Manage the service availability data including reading and writing the availability of a service.

Service Generative AI Administrator

Administer activities related to Service Gen AI APIs such as configuration of prompts across all areas of Oracle Fusion Service, such as Service Center, Knowledge, and Chat.

Service Generative AI User

Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model.

Service Profile Administration

Manages all aspects of the Service Profile object, including deleting a service profile.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Service Status Computation

Perform actions required to determine the availability of a service.

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Subscription Authoring

Authors subscriptions

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

Subscription Setup

Handles the setup required for subscriptions.

Territory Management Enterprise Administration

Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration.

Territory Management Export Import

Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Territory Management T2P Migration

Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production.

Trading Community Data Quality Administration

Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations.

Trading Community Import Batch Management

Manages trading community data import batches.

Trading Community Import Process Management

Manages trading community data import batch processes.

Upload data for Access Groups Import

Allows to upload data file to import Access Groups.

Upload data for Action Import

Allows to upload data file to import Action related data.

Upload data for Action Plan Import

Allows to upload data file to import action plan related data.

Upload data for Appointment Import

Allows to upload data file to import Appointment related data.

Upload data for Assignment Rule Import

Allows to upload data file to import Assignment Rule related data.

Upload data for CSS Roles Import

Allows to upload data file to import CSS Roles related data.

Upload data for Campaign Import

Allows to upload data file to import campaign related data.

Upload data for Category Import

Allows to upload data file to import category related data.

Upload data for Channel Import

Allows to upload data file to import channel related data.

Upload data for Classification Code Import

Allows to upload data file to import classification code related data.

Upload data for Common Custom Object Import

Allows to upload data file to import Common Custom Object related data.

Upload data for Consumer Import

Allows to upload data file to import Consumer related data.

Upload data for Customer Hierarchy Import

Allows to upload data file to import Customer Hierarchy related data.

Upload data for Customer Hierarchy Member Import

Allows to upload data file to import Customer Hierarchy Member related data.

Upload data for Customer Import

Allows to upload data file to import Customer related data.

Upload data for Data Visualization Configuration Import

Allows to upload data file to import Data Visualization Configuration related data.

Upload data for Deal Registration

Allows to upload data file to import deal registration related data.

Upload data for Employee Resource Import

Allows to upload data file to import Employee Resource related data.

Upload data for Event Team Members Import

Allows to upload data file to import Event Team Members related data.

Upload data for Events Import

Allows to upload data file to import Events related data.

Upload data for Group Customer Import

Allows to upload data file to import group customer related data.

Upload data for Inbound Messages Import

Allows to upload data file to import Inbound Messages related data.

Upload data for Interaction Import

Allows to upload data file to import Interaction related data.

Upload data for IoT Asset Relation Import

Allows to upload data file to import IoT Asset Relation related data.

Upload data for IoT Registration Request Import

Allows to upload data file to import IoT Registration Request related data.

Upload data for Lead Import

Allows to upload data file to import Lead related data.

Upload data for MDF Budget Import

Allows to upload data file to import MDF Budget related data.

Upload data for MDF Claim Import

Allows to upload data file to import MDF Claim related data.

Upload data for MDF Request Import

Allows to upload data file to import MDF Request related data.

Upload data for Message Import

Allows to upload data file to import message related data.

Upload data for Note Import

Allows to upload data file to import Note related data.

Upload data for Opportunity Custom Object Import

Allows to upload data file to import Opportunity Custom Object related data.

Upload data for Opportunity Import

Allows to upload data file to import Opportunity related data.

Upload data for Price Book Import

Allows to upload data file to import Price Book related data.

Upload data for Product Group Import

Allows to upload data file to import Product Group related data.

Upload data for Product Import

Allows to upload data file to import product related data.

Upload data for Queue Import

Allows to upload data file to import queue related data.

Upload data for Quota Import

Allows to upload data file to import quota related data.

Upload data for Resource Capacities Import

Allows to upload data file to import Resource Capacities related data.

Upload data for Resource Team Import

Allows to upload data file to import Resource Team related data.

Upload data for Sales Account Resource Team Import

Allows to upload data file to import Sales Account Resource Team related data.

Upload data for Sales Business Plan Import

Allows to upload data file to import sales business plan related data.

Upload data for Sales Objectives Import

Allows to upload data file to import sales objectives related data.

Upload data for Sales Orchestrations Import

Allows to upload data for Sales Orchestrations

Upload data for Sales Orders Import

Allows to upload data file to import Sales Orders related data.

Upload data for Sales Promotions Import

Allows to upload data file to import Sales Promotions related data.

Upload data for Service Custom Object Import

Allows to upload data file to import service custom object related data.

Upload data for Service Request Import

Allows to upload data file to import service request related data.

Upload data for Simplified Account

Allows to upload data file to import simplified account related data.

Upload data for Simplified Contact

Allows to upload data file to import simplified contact related data.

Upload data for Simplified Household

Allows to upload data file to import simplified household related data.

Upload data for Source System Reference Import

Allows to upload data file to import Source System Reference related data.

Upload data for Standard Text Import

Allows to upload data file to import Standard Text related data.

Upload data for Task Import

Allows to upload data file to import Task related data.

Upload data for Template Import

Allows import for template.

Upload data for Territory Import

Allows to upload data file to import territory related data.

Upload data for Vehicles Import

Allows to upload data file to import Vehicles related data.

Upload data for Web Activity Import

Allows to upload data file to import web activity related data.

Workforce Profile Administration

Performs administrative duties for workforce talent profiles.

Aggregate Privileges

This table lists aggregate privileges assigned directly and indirectly to the Sales Administrator job role.

Aggregate Privilege Description

Edit User Name

Updates the user name associated with a person.

Manage User Roles

Allows management of user roles assignments.

Use REST Service - Public Workers Read Only

Allows the user to call the GET method associated with the Public Workers REST Service.

Use User Details Service

Creates or updates users during person synchronizations.

Privileges

This table lists privileges granted to duties of the Sales Administrator job role.

Granted Role Granted Role Description Privilege Privilege Description

Application World Reference Administration

Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language.

Manage Application Reference Currency

Manage currencies used by applications.

Application World Reference Administration

Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language.

Manage Application Reference ISO Language

Manage ISO Languages used by applications.

Application World Reference Administration

Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language.

Manage Application Reference Industry

Manage Industries used by applications

Application World Reference Administration

Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language.

Manage Application Reference Language

Manage Languages used by applications

Application World Reference Administration

Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language.

Manage Application Reference Natural Language

Manage Natural Languages used by applications

Application World Reference Administration

Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language.

Manage Application Reference Territory

Manage Territories used by applications

Application World Reference Administration

Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language.

Manage Application Reference Timezone

Manage Timezones used by applications

Channel Deal Registration Management

Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes.

Approve Deal Registration Extension

Allows approving, rejecting a deal registration extension request.

Channel Deal Registration Management

Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes.

Approve Partner Deal

Allows approving, rejecting or returning a submitted deal registration.

Channel Deal Registration Management

Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes.

Check for Duplicate Opportunities

Allows checking for duplicate opportunities.

Channel Deal Registration Management

Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes.

Convert Partner Deal to Opportunity

Allows converting deal registration to a opportunity.

Channel Deal Registration Management

Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes.

Match Accounts and Contacts

Allowing finding duplicate accounts and contacts.

Channel Deal Registration Management

Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes.

Update Deal Registration Extension

Allows updating a deal registration extension request.

Channel Deal Registration Management

Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes.

View Partner Deal Social Tab

Controls the social tab in the deal registration UI

Consume Signals Events

Duty role to consume business events for integration when a new object is created, updated, or deleted.

View Sales Data for Signals Business Events

Allows viewing sales data that was generated by the signals process.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Amend Contract

Provides access to the amend and revert actions.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Cancel Contract

Allows the cancellation of contracts and contract lines.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Close Contract

Allows the closing of contracts and contract lines.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Create Contract

Provides ability to initiate contract creation.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Create Contract Deliverable

Allows creation of a contract deliverable.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Delete Contract

Allows the deletion of draft or canceled contracts.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Delete Contract Documents

Not Available

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Delete Supporting Documents

Not Available

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Edit Contract

Allows the editing of contracts, as well as other contract management tasks.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Hold Contract

Allows the application of a hold on a contract or contract line.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Contract Deliverable

Allows the management of contract terms deliverables after contract approval. This includes setting the status, adding comments, and uploading attachments for contractual deliverables such as proof of insurance and inspections.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Contract Documents

Not Available

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Contract Template

Allows management of a contract templates.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Customer Assets

Allows creation and update of customer assets, related configurations and structures.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Electronic Signature

Allows management of electronic signature on a contract.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Meter Reading History

Allows the management of meter reading history.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Meters

Allow the creation and update of meters.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Sales Credits

Not Available

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Supporting Documents

Not Available

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Record Meter Readings

Allows the recording of meter readings.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Search Contract Template

Allows search of a contract template.

Contract Amendment

Amends approved contracts. This includes initiating an amendment, reverting the contract to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

View Contract

Allows viewing and printing of a contract and its history, including the contract's financial summary.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

(OBSOLETE) Manage Contract Collaborations

Allows contract collaboration.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Assign Contract Owner

Allows the running of the process that assigns and reassigns the contract owner.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Create Contract

Provides ability to initiate contract creation.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Create Contract Deliverable

Allows creation of a contract deliverable.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Create Contract in Wizard

Provides the ability to initiate contract creation using a wizard.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Delete Contract

Allows the deletion of draft or canceled contracts.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Delete Contract Documents

Not Available

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Delete Supporting Documents

Not Available

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Edit Contract

Allows the editing of contracts, as well as other contract management tasks.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Edit Contract in Wizard

Provides the ability to edit a contract using a wizard.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Generate PDF Contract for Text Search

Allows the running of the process to generate PDFs of draft contracts, or contracts under amendment, so they are available during text searches.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Manage Contract Deliverable

Allows the management of contract terms deliverables after contract approval. This includes setting the status, adding comments, and uploading attachments for contractual deliverables such as proof of insurance and inspections.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Manage Contract Documents

Not Available

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Manage Contract Template

Allows management of a contract templates.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Manage Contract Work Area

Allows the navigation to the contracts work area. This work area provides quick access to relevant tasks and contracts.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Manage Customer Assets

Allows creation and update of customer assets, related configurations and structures.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Manage Electronic Signature

Allows management of electronic signature on a contract.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Manage Meter Reading History

Allows the management of meter reading history.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Manage Meters

Allow the creation and update of meters.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Manage Sales Credits

Not Available

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Manage Supporting Documents

Not Available

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Merge Contract

Allows merging contracts

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Purge Contract Temporary Tables

Purges all contract temporary tables.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Record Meter Readings

Allows the recording of meter readings.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Renew Contract

Allows renewal of a contract

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Search Contract Template

Allows search of a contract template.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Search Contracts

Allows searches in contracts.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

Send Contract Expiration Notification

Allows the running of the process for sending automatic notifications about contracts with impending expiration dates.

Contract Authoring

Authors contracts, including terms and conditions, interactions, and customer account information.

View Contract

Allows viewing and printing of a contract and its history, including the contract's financial summary.

Contract Search and View Access

Searches and views contracts for the assigned business units.

Export Customer Account

Not Available

Contract Search and View Access

Searches and views contracts for the assigned business units.

Export Customer Account Contact

Allows the export of customer account contact information.

Contract Search and View Access

Searches and views contracts for the assigned business units.

Export Customer Account Relationship

Allows the export of customer account contact relationship information.

Contract Search and View Access

Searches and views contracts for the assigned business units.

Manage Contract Work Area

Allows the navigation to the contracts work area. This work area provides quick access to relevant tasks and contracts.

Contract Search and View Access

Searches and views contracts for the assigned business units.

Search Contract Template

Allows search of a contract template.

Contract Search and View Access

Searches and views contracts for the assigned business units.

Search Contract Text

This privilege is used to search contracts by text

Contract Search and View Access

Searches and views contracts for the assigned business units.

Search Contract by Text

Allows searches in contracts by text.

Contract Search and View Access

Searches and views contracts for the assigned business units.

Search Contracts

Allows searches in contracts.

Contract Search and View Access

Searches and views contracts for the assigned business units.

Search Customer Account Relationships

Allows the search of customer account relationships. If assigning, also assign the ability to view the customer account relationship.

Contract Search and View Access

Searches and views contracts for the assigned business units.

Search Customer Account Site

Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site.

Contract Search and View Access

Searches and views contracts for the assigned business units.

Search Purchase Agreement

Allows a procurement agent to search for purchase agreements including blankets and contracts.

Contract Search and View Access

Searches and views contracts for the assigned business units.

Search Trading Community Organization

Allows the search of organizations. If assigning, also assign the ability to view the trading community organization.

Contract Search and View Access

Searches and views contracts for the assigned business units.

View Contract

Allows viewing and printing of a contract and its history, including the contract's financial summary.

Contract Search and View Access

Searches and views contracts for the assigned business units.

View Contract Template

Not Available

Contract Search and View Access

Searches and views contracts for the assigned business units.

View Contract Terms

Not Available

Contract Search and View Access

Searches and views contracts for the assigned business units.

View Customer Account

Allows the viewing of customer account information.

Contract Search and View Access

Searches and views contracts for the assigned business units.

View Customer Account Contact

Allows the viewing of customer account contact information.

Contract Search and View Access

Searches and views contracts for the assigned business units.

View Customer Account Contact Responsibility

Allows the viewing of customer account contact information.

Contract Search and View Access

Searches and views contracts for the assigned business units.

View Customer Account Information

Not Available

Contract Search and View Access

Searches and views contracts for the assigned business units.

View Customer Account Relationship

Allows the viewing of customer account relationship information.

Contract Search and View Access

Searches and views contracts for the assigned business units.

View Customer Account Relationships

Allows the viewing of customer account relationship information.

Contract Search and View Access

Searches and views contracts for the assigned business units.

View Customer Account Site

Allows the viewing of the customer account site information.

Contract Search and View Access

Searches and views contracts for the assigned business units.

View Customer Account Site Use

Allows the viewing of the customer account site use information.

Contract Search and View Access

Searches and views contracts for the assigned business units.

View Customer Assets

Allows query and view of customer assets, related configurations and structures.

Contract Search and View Access

Searches and views contracts for the assigned business units.

View Meter Reading History

Allow the query and view of meter reading history.

Contract Search and View Access

Searches and views contracts for the assigned business units.

View Meters

Allow the query and view of meters.

Contract Search and View Access

Searches and views contracts for the assigned business units.

View Purchase Agreement

Allows a user to review a blanket or contract purchase agreement.

Contract Search and View Access

Searches and views contracts for the assigned business units.

View Purchase Order

Allows a user to review a purchase order.

Contract Setup

Contract Setup

(OBSOLETE) Define Contract Collaboration Configuration

Allows the configuration of contract collaboration.

Contract Setup

Contract Setup

Administer Sandbox

Allows administration of all sandboxes.

Contract Setup

Contract Setup

Build Keyword Search Index for the Contract Terms Library

Allows the running of processes to synchronize and optimize the keyword index for clause and terms template searches in the Contract Terms Library.

Contract Setup

Contract Setup

Configure Contract UI

Allows the configuration of contract UI

Contract Setup

Contract Setup

Define Endpoint and Security Policy Information

Allows definition of endpoint and security policy information for an enterprise application.

Contract Setup

Contract Setup

Define Project Contract Billing Configuration

Allows the viewing of this task in the Functional Setup Manager.

Contract Setup

Contract Setup

Generate PDF Contract for Text Search

Allows the running of the process to generate PDFs of draft contracts, or contracts under amendment, so they are available during text searches.

Contract Setup

Contract Setup

Manage All Application Profile Values

Allows management of all application profile option settings and values at various levels to control application behavior.

Contract Setup

Contract Setup

Manage Application Common Lookup

Not Available

Contract Setup

Contract Setup

Manage Application Descriptive Flexfield

Allows management of application descriptive flexfields.

Contract Setup

Contract Setup

Manage Application Document Sequence

Manage implementation of Application Document Sequences. Document Sequences are identifiers guarenteed to be unique, time-ordered, and gapless. This is in contrast to a database sequence which (for performance purposes) may contain gaps and which might not be ordered by time of document creation. Examples would include ID numbers for traffic tickets or other legal documents where gaps in the record may trigger an investigation.

Contract Setup

Contract Setup

Manage Application Document Sequence Category

Manage document sequence categories

Contract Setup

Contract Setup

Manage Application Extensible Flexfield

Manage implementation of the Extensible Flexfield feature on a given entity.

Contract Setup

Contract Setup

Manage Application Flexfield Value Set

Allows management of value sets to validate the content of a flexfield segment. Value sets provide declarative validation for use in applications flexfield attributes and key segments.

Contract Setup

Contract Setup

Manage Application Set-Enabled Lookup

Manage sub-type entities stored in the Application Set-Enabled Lookup entity. Lookup Types are lists of values such as Days of the Week or Yes/No which can be used to validate column values.

Contract Setup

Contract Setup

Manage Application Standard Lookup

Manage sub-type entities stored in the Application Standard Lookup Values entity. Lookup Types are lists of values such as "Days of the Week" or "Yes/No" which can be used to validate columns values.

Contract Setup

Contract Setup

Manage Contract Currency Conversion Rate Types

Allows the definition of user-defined currency conversion rate types.

Contract Setup

Contract Setup

Manage Contract Customer Account

Allows the viewing of this task in the Functional Setup Manager.

Contract Setup

Contract Setup

Manage Contract Customer Account Site Usages

Allows the viewing of this task in the Functional Setup Manager.

Contract Setup

Contract Setup

Manage Contract Defaults

Allows management of contract defaults

Contract Setup

Contract Setup

Manage Contract Global Employee

Allows the viewing of this task in the Functional Setup Manager.

Contract Setup

Contract Setup

Manage Contract Interaction Reference Mapping

Allows the mapping of interaction types to applications where the interaction types can be used.

Contract Setup

Contract Setup

Manage Contract Layout Templates

Allows the viewing of this task in the Functional Setup Manager.

Contract Setup

Contract Setup

Manage Contract Line Item

Allows the viewing of this task in the Functional Setup Manager.

Contract Setup

Contract Setup

Manage Contract Line Type

Allows creating and managing of contract line types such as product and service.

Contract Setup

Contract Setup

Manage Contract Note Type Mapping

Allows creating and managing of the mapping that provides a tailored list of note type values for contracts. When no mapping is specified, note type values mapped to the object Note are used.

Contract Setup

Contract Setup

Manage Contract Organization Party

Allows the viewing of this task in the Functional Setup Manager.

Contract Setup

Contract Setup

Manage Contract Party Contact

Allows the viewing of this task in the Functional Setup Manager.

Contract Setup

Contract Setup

Manage Contract Party Location

Allows the viewing of this task in the Functional Setup Manager.

Contract Setup

Contract Setup

Manage Contract Party Role and Contact Sources

Allows the specification of the data sources for parties and contacts. A data source specifies the available list of values for parties or contacts of a given role.

Contract Setup

Contract Setup

Manage Contract Payment Terms

Allows creating and managing of payables payment terms for use in supplier contracts.

Contract Setup

Contract Setup

Manage Contract Person Party

Allows the viewing of this task in the Functional Setup Manager.

Contract Setup

Contract Setup

Manage Contract Request Type

Manage contract request types.

Contract Setup

Contract Setup

Manage Contract Risk Event

Allows creating and managing of contract risk events that can be associated to a contract.

Contract Setup

Contract Setup

Manage Contract Standard Clauses, Templates, and Contract Expert Rules

Allows the viewing of this task in the Functional Setup Manager.

Contract Setup

Contract Setup

Manage Contract Type

Allows the management of contract types to specify properties of different contracts such as the type of permitted contract lines, party roles, contract validation checks, and the contract acceptance and signature requirements.

Contract Setup

Contract Setup

Manage Contract and Pricing Integration

Not Available

Contract Setup

Contract Setup

Manage Coverage Times

Allows management of coverage times

Contract Setup

Contract Setup

Manage Default Coverage

Allows management of default coverage

Contract Setup

Contract Setup

Manage Electronic Signature Setup

Allows setting up electronic signature

Contract Setup

Contract Setup

Manage Matrix Classes

Allows creation, update, deletion, copy, and viewing of all matrix classes and child entities.

Contract Setup

Contract Setup

Manage Pricing Algorithms

Allows creation, update, deletion, copy, and viewing of all algorithms and child entities.

Contract Setup

Contract Setup

Manage Service Mappings

Allows creation, update, deletion, copy, and viewing of all service mappings and child entities.

Contract Setup

Contract Setup

Manage Standard Coverage

Allows management of standard coverage

Contract Setup

Contract Setup

Manage Time Unit Mappings

Allows management of time unit mappings

Contract Setup

Contract Setup

Manage User Statuses and Transitions

Manage user statuses and transitions

Contract Setup

Contract Setup

Process Installed Base updates

Processes installed base updates.

Contract Setup

Contract Setup

Specify Customer Contract Management Business Function Properties

Allows specifying and managing of currency conversion rules, project billing rules and default values, adoption rules for contract standards and policies, and other contract management functions during business unit setup.

Contract Setup

Contract Setup

Specify Procurement Contract Management Business Function Properties

Allows specification of supplier contract management properties during business unit setup. This includes the specification of contract standards, policies, and adoption rules.

Contract Setup

Contract Setup

Track Purchasing Activity for Contract Fulfillment Line

Allows the running of the process that retrieves the number and the status of the purchasing document created by the integrated procurement application from the contract fulfillment line.

Contract Setup

Contract Setup

Update Contract Status

Updates the status of contracts that are dependent on time. For example, updates the status to expired when the end date is reached.

Contract Setup

Contract Setup

Update Enterprise Application Deployment Information

Allows updating deployment information of an enterprise application.

Contract Setup

Contract Setup

View Administration Link

Privilege to view administration link in UI shell

Contract Setup

Contract Setup

View Contract Type

Allows viewing of the contract type and its attributes.

Contract Terms and Conditions Override Controls

Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions.

Author Additional Standard Contract Terms and Conditions

Allows authoring using standard terms and conditions in the contract. This includes adding and deleting standard clauses, selecting alternate clauses, managing sections that contain standard clauses, and moving contract terms.

Contract Terms and Conditions Override Controls

Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions.

Author Nonstandard Contract Terms and Conditions

Allows authoring of nonstandard terms and conditions in the contract. This includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms.

Contract Terms and Conditions Override Controls

Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions.

Author Standard Contract Terms and Conditions

Allows authoring of contract terms and conditions using contract terms templates defined in the Contract Terms Library. Also includes using the Contract Expert and validating the contract terms.

Contract Terms and Conditions Override Controls

Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions.

Delete Contract Documents

Not Available

Contract Terms and Conditions Override Controls

Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions.

Delete Supporting Documents

Not Available

Contract Terms and Conditions Override Controls

Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions.

Manage Contract Documents

Not Available

Contract Terms and Conditions Override Controls

Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions.

Manage Supporting Documents

Not Available

Contract Terms and Conditions Override Controls

Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions.

Override Contract Terms and Conditions Controls

Allows editing of protected clauses and deleting of mandatory clauses and sections in contract terms.

Contract Terms and Conditions Override Controls

Edits protected clauses, and deletes mandatory clauses and sections in addition to authoring nonstandard terms and conditions.

View Contract Terms

Not Available

Contract View Access Across All Contracts

Views all contracts across an enterprise.

Enable Buy Intent

Allows all actions permitted by other privileges for contracts with a buy intent. For example, granting this privilege to an individual with a view privilege permits the viewing of supplier contracts. Granting this privilege to an individual with the delete contracts privilege permits the deletion of supplier contracts.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

Enable Full Access

Not Available

Contract View Access Across All Contracts

Views all contracts across an enterprise.

Enable Sell Intent

Allows all actions permitted by other privileges for contracts with a sell intent. For example, granting this privilege to an individual with a view privilege permits the viewing of customer contracts. Granting this privilege to an individual with the delete contracts privilege permits the deletion of customer contracts.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

Export Customer Account

Not Available

Contract View Access Across All Contracts

Views all contracts across an enterprise.

Export Customer Account Contact

Allows the export of customer account contact information.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

Export Customer Account Relationship

Allows the export of customer account contact relationship information.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

Generate PDF Contract for Text Search

Allows the running of the process to generate PDFs of draft contracts, or contracts under amendment, so they are available during text searches.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

Search Customer Account Relationships

Allows the search of customer account relationships. If assigning, also assign the ability to view the customer account relationship.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

Search Customer Account Site

Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

Search Purchase Agreement

Allows a procurement agent to search for purchase agreements including blankets and contracts.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

Search Trading Community Organization

Allows the search of organizations. If assigning, also assign the ability to view the trading community organization.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

View Contract

Allows viewing and printing of a contract and its history, including the contract's financial summary.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

View Contract Terms

Not Available

Contract View Access Across All Contracts

Views all contracts across an enterprise.

View Customer Account

Allows the viewing of customer account information.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

View Customer Account Contact

Allows the viewing of customer account contact information.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

View Customer Account Contact Responsibility

Allows the viewing of customer account contact information.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

View Customer Account Information

Not Available

Contract View Access Across All Contracts

Views all contracts across an enterprise.

View Customer Account Relationship

Allows the viewing of customer account relationship information.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

View Customer Account Relationships

Allows the viewing of customer account relationship information.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

View Customer Account Site

Allows the viewing of the customer account site information.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

View Customer Account Site Use

Allows the viewing of the customer account site use information.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

View Purchase Agreement

Allows a user to review a blanket or contract purchase agreement.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

View Purchase Order

Allows a user to review a purchase order.

Conversation Message Administration

Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message.

Delete Conversation Message

Allows user to delete a message in a conversation.

Conversation Message Administration

Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message.

Manage Outbound Message

Allows a user to create, update, delete and view outbound messages.

Conversation Message Administration

Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message.

Participate in Collaboration Conversation

Allows a user to participate in a collaboration conversation.

Conversation Message Administration

Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message.

Participate in Customer Conversation

Allows a user to participate in a customer conversation.

Conversation Message Administration

Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message.

Use REST Service to View All Workers

Allows the user to view all workers using REST API.

Conversation Message Administration

Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message.

View Conversation Message

Allows a user to view a conversation message.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

Approve Self Service Registration

Allows approving self service registration request.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

Associate User With Contact

Allows association of a user with a contact.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

Create Self Service Role

Allows creating a self service role instance.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

Delete Last Account Administration Role

Allows deletion of the last account administrator role.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

Delete Self Service Role

Allows deleting a self service role instance.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

Setup Self Service Secondary Identity Provider

Allows the user to setup the secondary identity provider.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

Update Registration Request to Failed

Allows the user to update the registration request status to failed.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

Update Self Service Role

Allows deleting a service role instance.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

Use REST Service to Approve Self Service registration

Allows approving self service registration request using REST API.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

Use REST Service to Create Registration Request

Allows creation of a registration request using REST API.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

Use REST Service to Create Self Service Role

Allows creating a self service role instance using REST API.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

Use REST Service to Delete Self Service Role

Allows deleting a self service role instance using REST API.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

Use REST Service to Update Self Service Role

Allows deleting a service role instance using REST API.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

Use REST Service to View Self Service Registrations

Allows viewing self service registration requests using REST API.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

Use REST Service to View Self Service Roles

Allows viewing self service role instances using REST API.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

View Self Service Registrations

Allows viewing of self service registration requests.

Customer Self-Service Administration

Manages the provisioning and approval of self service registration requests

View Self Service Roles

Allows viewing self service roles.

Data Integration Management

This role allows setup and management of data integration maps and instances.

Manage Data Integrations

Allows the user to manage the integration maps and instances for data integrations.

Functional Setups

Uses the functional user overview, and assigned tasks, and task lists.

Execute Setup Tasks

Allows setup task execution and searching of tasks and tasks lists.

Functional Setups

Uses the functional user overview, and assigned tasks, and task lists.

Review Applications Offering

Provides access to the Getting Started page.

Functional Setups

Uses the functional user overview, and assigned tasks, and task lists.

Review Setups Functional User Overview

Allows access to the Assigned Implementation Tasks page.

Functional Setups

Uses the functional user overview, and assigned tasks, and task lists.

Setup and Maintain Applications

Allows access to the Setup and Maintenance work area.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Add Participant Plan Document Template

Allows adding a default participant plan document template to the business unit incentive parameters. Allows adding a participant plan document template to the incentive compensation plan.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Configure Incentive Compensation Tables and Columns

Allows configuration of tables and columns required for incentive compensation processing.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Configure Incentive Compensation UI

Allows configuration of incentive compensation pages.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Manage Application Descriptive Flexfield

Allows management of application descriptive flexfields.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Manage Application Flexfield Value Set

Allows management of value sets to validate the content of a flexfield segment. Value sets provide declarative validation for use in applications flexfield attributes and key segments.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Manage Business Unit

Allows the definition of the business unit.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Manage Data Access for Users

Manage data access for user provisioned roles.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Manage Incentive Compensation Calendar

Allows maintenance of calendar, which defines the processing periods for incentive compensation.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Manage Incentive Compensation Calendar Period

Allows enablement of incentive compensation reports for period, for participants.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Manage Incentive Compensation Currency Conversion Rate Type

Allows maintenance of currency conversion rate types used to convert the payment amount from processing currency to operating or home currency, or for conversion during collection, transaction adjustment, crediting, and calculation.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Manage Incentive Compensation Currency Conversions

Allows maintenance of currency conversions among incentive compensation processing, operating, and home currencies.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Manage Incentive Compensation Earning Types

Allows maintenance of incentive compensation earning types, which can be monetary benefits, represented with operating or participant home currency, or nonmonetary benefits such as points, air miles, and Club.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Manage Incentive Compensation Intervals

Allows maintenance of intervals, which are incentive compensation calendar periods used to accumulate achievements, earnings, or payments during calculation or payment processing.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Manage Incentive Compensation Participant Import Mappings

Allows the maintenance of the mapping between the participant attributes and the related trading community party or HCM person attributes. The mapping is used when importing participant details into Incentive Compensation. For example, the trading community party location country can be mapped as the source for populating the participant country attribute.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Manage Incentive Compensation Participant Selection Rules

Allows maintenance of the criteria to qualify trading community parties and HCM persons as eligible incentive compensation participants and analysts. The criteria, grouped into rules and rule sets, is used by the participant import process. For example, define a rule set to select HCM persons who are employees and work in the sales department.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Manage Incentive Compensation Rule Qualifier and Lookups

Allows configuration of incentive compensation custom rule qualifiers and related artifacts.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Manage Signal Definitions

Allows creating and updating signal definitions

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Populate Incentive Compensation Rules Report Tables

Allows upgrade of rule reporting tables for business intelligence reporting.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Purge Incentive Compensation Data

Allows submission of a process to purge transactional data created while testing implementations in a preproduction state. Purged data includes all transactions, credits, earnings, payment batches, and paysheets. Once purged, the data is no longer retrievable.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Set Up Incentive Compensation Parameters

Allows set up of incentive compensation parameters.

Incentive Compensation Administration

Configure and maintain incentive compensation enterprise and business unit setup.

Submit Incentive Compensation Table Statistics Process

Allows submission of the incentive compensation gather table statistics process.

Interview Definition Authoring

Manage access for authoring Interview definitions.

Check-in Interview Definitions

Allow access to check-in Interview definitions.

Interview Definition Authoring

Manage access for authoring Interview definitions.

Check-out Interview Definitions

Allow access to check-out Interview definitions.

Interview Definition Authoring

Manage access for authoring Interview definitions.

Copy Interview Definitions

Allow access to copy Interview definitions.

Interview Definition Authoring

Manage access for authoring Interview definitions.

Create Interview Definitions

Allow access to create Interview definitions.

Interview Definition Authoring

Manage access for authoring Interview definitions.

Update Interview Definitions

Allow access to update Interview definitions.

Interview Definition Managing

Manage access for deleting and forcing checkout of Interview definitions.

Change Interview Definition Owner

Allow access to change the owner of Interview definitions.

Interview Definition Managing

Manage access for deleting and forcing checkout of Interview definitions.

Delete Interview Definitions

Allow access to delete Interview definitions.

Interview Definition Managing

Manage access for deleting and forcing checkout of Interview definitions.

Force Checkout Interview Definitions

Allow access to force checkout Interview definitions.

Interview Definition Publishing

Manage access for publishing and unpublishing Interview definitions.

Publish Interview Definitions

Allow access to publish Interview definitions.

Interview Definition Publishing

Manage access for publishing and unpublishing Interview definitions.

Unpublish Interview Definitions

Allow access to unpublish Interview definitions.

Interview Definition Viewing

Manage access for viewing Interview definitions.

View Interview Definitions

Allow access to view the Interviews menu item and Interviews page.

Item Inquiry

Queries and views items in the enterprise.

GET Product Management Index REST

Allows access to view indexed attributes.

Item Inquiry

Queries and views items in the enterprise.

Get Search View REST

Allows query of search views.

Item Inquiry

Queries and views items in the enterprise.

Manage Item Attachment

Allows access to view and manage item attachments.

Item Inquiry

Queries and views items in the enterprise.

Manage Item Catalog

Allows access to view and manage item catalogs including categories and category hierarchies.

Item Inquiry

Queries and views items in the enterprise.

Manage Item Global Search

Allows access to search for items using secure enterprise search.

Item Inquiry

Queries and views items in the enterprise.

Manage Product Management Search

Allows access to view and edit Product Management Search.

Item Inquiry

Queries and views items in the enterprise.

Manage Search View REST

Allows access to view and manage search views.

Item Inquiry

Queries and views items in the enterprise.

Manage Trading Partner Item Reference

Allows access to manage trading partner item references for items.

Item Inquiry

Queries and views items in the enterprise.

Manage Unit of Measure

Allows configuration of UOMs, UOM classes, and definition of standard, interclass, and intraclass UOM conversions.

Item Inquiry

Queries and views items in the enterprise.

View Item

Allows access to product dashboard.

Item Inquiry

Queries and views items in the enterprise.

View Item Organization Association

Allows access to view item organization assignments.

Item Inquiry

Queries and views items in the enterprise.

View Item Relationship

Allows access to view item relationships.

Item Inquiry

Queries and views items in the enterprise.

View Product Management Search

Allows access to view Product Management Search.

Lead Registration Processing

Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes.

Accept Sales Lead

Allows accepting ownership of sales leads.

Lead Registration Processing

Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes.

Delete Sales Lead Internal Attributes

Allows deleting sales lead attributes with the exception of partner related information.

Lead Registration Processing

Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes.

Reject Sales Lead

Allows rejecting sales lead registrations submitted by partners.

Lead Registration Processing

Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes.

Select Sales Lead Internal Attributes

Allows entering sales lead attributes with the exception of partner related information.

Lead Registration Processing

Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes.

Update Sales Lead Internal Attributes

Allows updating sales lead attributes with the exception of partner related information.

Lead Registration Processing

Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes.

View Sales Lead Contextual Bin

Allows viewing sales lead contextual bin information including customer, supporting product collateral, comparable customers, and lead source information.

Lead Registration Processing

Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes.

View Sales Lead Internal Tabs

Allows viewing sales lead information with the exception of partner related information.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

Activate Marketing Budget

Allows activating a marketing budget used to track budgeted funds for marketing activities and requests for those funds.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

Create Marketing Budget Entry

Not Available

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

Create Marketing Claim Settlement

Allows creating settlements of marketing claims after reimbursement of actual expenses.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

Delete Marketing Budget

Allows budget owners to delete marketing budgets.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

Delete Marketing Claim Settlement

Allows deleting settlements of marketing claims after reimbursement of actual expenses.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

Export Marketing Budget

Allows exporting a marketing budget used to track budgeted funds for marketing activities and requests for those funds.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

Export Marketing Budget Entry

Allows exporting entries for a marketing budget that establish the budget amount.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

Import Marketing Budget

Allows importing a marketing budget used to track budgeted funds for marketing activities and requests for those funds.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

Import Marketing Budget Entry

Allows importing entries for a marketing budget that establish the budget amount.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

Inactivate Marketing Budget

Allows inactivating a marketing budget used to track budgeted funds for marketing activities and requests for those funds.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

Manage Budgets Work Area

Allows managing marketing budgets from the work area. A work area is a landing page for frequent tasks and reports useful for managing budgets.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

Run Marketing Budget Currency Revaluation Scheduler

Allows scheduling and monitoring the process that schedules marketing budget currency revaluation activities.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

Update Marketing Budget

Allows updating a marketing budget used to track budgeted funds for marketing activities and requests for those funds.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

Update Marketing Budget Entry

Allows updating entries for a marketing budget that establish the budget amount.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

Update Marketing Claim Settlement

Allows updating settlements of marketing claims after reimbursement of actual expenses.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

View Marketing Budget

Allows viewing a marketing budget used to track budgeted funds for marketing activities and requests for those funds.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

View Marketing Budget Analytics

Allows viewing marketing budget analytics. A marketing budget is used to track budgeted funds for marketing activities and requests and claims for those funds.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

View Marketing Budget Checkbook

Allows viewing a marketing budget checkbook used to track budgeted funds for marketing activities and request and claims for those funds.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

View Marketing Budget Entry

Not Available

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

View Marketing Claim

Not Available

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

View Marketing Claim Settlement

Allows viewing settlements of marketing claims after reimbursement of actual expenses.

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

View Marketing Fund Request

Not Available

MDF Budget Maintenance

Manages MDF budgets including import, export, and viewing budget fund requests and claims that use budgeted funds for marketing activities.

View Marketing Source Code

Allows viewing marketing source codes that represent a combination of treatment, segment or list, and marketing campaign.

MDF Utilization

Creates and manages MDF requests and claims for marketing activities.

Create Marketing Claim

Not Available

MDF Utilization

Creates and manages MDF requests and claims for marketing activities.

Create Marketing Fund Request

Not Available

MDF Utilization

Creates and manages MDF requests and claims for marketing activities.

Delete Marketing Claim

Allows deleting claims to marketing budgets for reimbursement of actual expenses.

MDF Utilization

Creates and manages MDF requests and claims for marketing activities.

Delete Marketing Fund Request

Allows deleting requests to allocate marketing budget funds for anticipated marketing expenses.

MDF Utilization

Creates and manages MDF requests and claims for marketing activities.

Submit Marketing Claim

Allows submitting claims to marketing budgets for approval.

MDF Utilization

Creates and manages MDF requests and claims for marketing activities.

Submit Marketing Fund Request

Allows submitting requests to allocate marketing budget funds for anticipated marketing expenses.

MDF Utilization

Creates and manages MDF requests and claims for marketing activities.

Update Marketing Claim

Allows updating claims to marketing budgets for reimbursement of actual expenses.

MDF Utilization

Creates and manages MDF requests and claims for marketing activities.

Update Marketing Fund Request

Allows updating requests to allocate marketing budget funds for anticipated marketing expenses.

MDF Utilization

Creates and manages MDF requests and claims for marketing activities.

View Marketing Claim

Not Available

MDF Utilization

Creates and manages MDF requests and claims for marketing activities.

View Marketing Claim Settlement

Allows viewing settlements of marketing claims after reimbursement of actual expenses.

MDF Utilization

Creates and manages MDF requests and claims for marketing activities.

View Marketing Fund Request

Not Available

MDF Utilization

Creates and manages MDF requests and claims for marketing activities.

View Marketing Source Code

Allows viewing marketing source codes that represent a combination of treatment, segment or list, and marketing campaign.

Manage User Account

Manages user roles.

Copy Personal Data to LDAP

Allows copy of worker personal data to LDAP

Manage User Account

Manages user roles.

Manage User Account

Allows access to Manage User Account.

Manage User Account

Manages user roles.

Manage User Account and My Account

Allows access to the page components that are common to My Account and Manage User Account.

Manage User Account

Manages user roles.

Reset Password

Allows reset password links to be emailed to users.

Manage Users

Creates and updates users and assigns roles to users.

Manage User Details

Allows management of user account information.

Negotiation Viewing

View the negotiation summary and details pages.

Create Supplier Negotiation Online Message

Allows users to create an online message.

Negotiation Viewing

View the negotiation summary and details pages.

Reply Supplier Negotiation Online Message

Allows users to reply to an online message received.

Negotiation Viewing

View the negotiation summary and details pages.

Search Supplier Negotiation

Allows users to search supplier negotiations.

Negotiation Viewing

View the negotiation summary and details pages.

View Contract Terms

Not Available

Negotiation Viewing

View the negotiation summary and details pages.

View Supplier Negotiation

Allows users to review a supplier negotiation.

Negotiation Viewing

View the negotiation summary and details pages.

View Supplier Negotiation Online Message

Allows users to view and print online messages.

Nonstandard Contract Terms and Conditions Authoring

Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms.

Author Additional Standard Contract Terms and Conditions

Allows authoring using standard terms and conditions in the contract. This includes adding and deleting standard clauses, selecting alternate clauses, managing sections that contain standard clauses, and moving contract terms.

Nonstandard Contract Terms and Conditions Authoring

Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms.

Author Nonstandard Contract Terms and Conditions

Allows authoring of nonstandard terms and conditions in the contract. This includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms.

Nonstandard Contract Terms and Conditions Authoring

Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms.

Author Standard Contract Terms and Conditions

Allows authoring of contract terms and conditions using contract terms templates defined in the Contract Terms Library. Also includes using the Contract Expert and validating the contract terms.

Nonstandard Contract Terms and Conditions Authoring

Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms.

Delete Contract Documents

Not Available

Nonstandard Contract Terms and Conditions Authoring

Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms.

Delete Supporting Documents

Not Available

Nonstandard Contract Terms and Conditions Authoring

Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms.

Manage Contract Documents

Not Available

Nonstandard Contract Terms and Conditions Authoring

Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms.

Manage Supporting Documents

Not Available

Nonstandard Contract Terms and Conditions Authoring

Authors nonstandard terms and conditions in addition to standard terms and conditions. Nonstandard terms authoring includes editing standard clauses, creating nonstandard clauses, deleting nonstandard clauses and sections, and removing contract terms.

View Contract Terms

Not Available

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Assign Opportunity

Allows manual assignment of opportunities.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Assign Opportunity Batch

Allows scheduling and monitoring of the process to automatically evaluate and assign resources and territories to eligible opportunity revenue items.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Close Opportunity

Allows closing of opportunities and entering the related close information for the opportunities.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Create Opportunity

Allows creating of opportunities.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Delete Opportunity

Allows deleting of opportunities.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Delete Opportunity Revenue

Allows deletion of revenue items on the opportunity.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Business Units for Leads and Opportunities

Allows managing of business unit on leads and opportunities.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Manual Assigned Territories

Allows manually adding and removing territories to a revenue line and setting it as forecast territory.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Assessments

Allows performing, saving, and reassessing opportunity assessments, and allows viewing recommended activity templates.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Bulk Import

This privilege secures the capability to schedule/submit the batch job for bulk importing opportunity. This privilege does not secure the import opportunity link.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Competitors

Allows adding or removing of competitors from the opportunity.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Currency Reevaluation

Allows user to submit batch job that reevaluates currency

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Forecast

Allows manual checking of Forecast Setting on opportunity

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Group Space

Allows creating of group spaces for an opportunity. Group spaces are editable Web pages used for collaboration and information sharing.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Historical Snapshots

Allows user to submit batch job that captures historical snapshots of opportunities and revenue lines.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Leads

Allows adding or removing of leads from the opportunity.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Nonrevenue Credits

Allows assigning of nonrevenue credit to team members. Nonrevenue sales credit is a type of sales credit assigned to non-primary salespeople.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity References

Allows adding or removing of reference customers on the opportunity.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Reports

Allows modification of opportunity reports.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Revenue

Allows management of revenue items on the opportunity, including mass updating.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Revenue Credits

Allows assigning revenue credit to team members.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Revenue Recommendations

Enables viewing and applying of revenue recommendations. Revenue recommendations are using SPE to suggest adjustments to revenue based on similar opportunity historical data.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Revenue Recurrences

Allows creating and updating of recurring revenue schedules. Recurring revenue items are those that re-occur over time, such as service contracts.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Sales Account

Allows adding or removing of the sales account from the opportunity. A sales account is a customer with a sell-to address registered in the trading community application.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Sales Method

Allows updating of sales method and sales stage on an opportunity.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Sources

Allows adding or removing of sources from the opportunity. A source is the marketing source code for the opportunity.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Manage Opportunity Work Area

Allows basic access to the work area. Other privileges secure what can be done with the work area.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Mass Update Opportunity

Allows mass update of opportunities. Mass update allows updating of specific opportunity parameters at one time, such as close date or win probability.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Run Purge Batch Assignment Information Process

Allows scheduling and monitoring of the process to purge the batch assignment data.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

Set Up Opportunity

Allows setup of opportunity application features, such as sales methods, sales coach, credit allocation templates, profiles, lookups, flexfields, and assignment rules, among others.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity

Allows viewing of opportunity pages, including the work area. A work area is the landing page for accessing the frequently used tasks and reports useful for managing relevant opportunities.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity Appointments

Allows viewing of their own appointments associated with the opportunity.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity Competitors

Allows viewing of competitor information on an opportunity.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity Contacts

Allows viewing of contact information on an opportunity.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity Group Space

Allows viewing of group space content. Group spaces are editable Web pages used for collaboration and information sharing.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity Interactions

Allows viewing of interactions on an opportunity. An interaction is a record of a customer contact event, such as a phone call or e-mail.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity Leads

Allows viewing of lead information on an opportunity.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity Nonrevenue Credits

Allows viewing of nonrevenue credit assignments. Nonrevenue sales credit is a type of sales credit assigned to non-primary salespeople.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity Notes

Allows viewing of opportunity notes.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity References

Allows viewing of opportunity reference customer data.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity Revenue

Allows viewing of opportunity revenue information.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity Revenue Credits

Allows viewing of revenue credit assignments.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity Revenue Recurrences

Allows viewing of recurring revenue schedules. Recurring revenue items are those that re-occur over time, such as service contracts.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity Sales Coach

Allows access to Sales Coach features. Sales Coach is both a teaching tool and a method to push best practice information to salespeople.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity Similar Opportunities

Allows viewing of similar opportunity information. This feature displays opportunities with similar data, such as expected revenue or win probability, and allows salespeople to copy the similar information over to the current opportunity.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity Sources

Allows viewing of opportunity source. A sources is the marketing source code for the opportunity.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity Tasks

Allows viewing of opportunity tasks.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Opportunity Team

Allows viewing of opportunity sales team information.

Opportunity Administration

Administers all aspects of the application, including some setup. This role is for opportunity administrators.

View Reports and Analytics Accordion

Allows viewing of reports and analytics accordion.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Assign Opportunity

Allows manual assignment of opportunities.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Close Opportunity

Allows closing of opportunities and entering the related close information for the opportunities.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Create Opportunity

Allows creating of opportunities.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Delete Opportunity

Allows deleting of opportunities.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity Assessments

Allows performing, saving, and reassessing opportunity assessments, and allows viewing recommended activity templates.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity Competitors

Allows adding or removing of competitors from the opportunity.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity Forecast

Allows manual checking of Forecast Setting on opportunity

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity Group Space

Allows creating of group spaces for an opportunity. Group spaces are editable Web pages used for collaboration and information sharing.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity Leads

Allows adding or removing of leads from the opportunity.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity Nonrevenue Credits

Allows assigning of nonrevenue credit to team members. Nonrevenue sales credit is a type of sales credit assigned to non-primary salespeople.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity Partner Registration

Allows editing of partner lead registration, such as registration type, number, and expiration.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity Partners

Allows adding or removing of partners on the opportunity.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity References

Allows adding or removing of reference customers on the opportunity.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity Reports

Allows modification of opportunity reports.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity Revenue

Allows management of revenue items on the opportunity, including mass updating.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity Revenue Credits

Allows assigning revenue credit to team members.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity Revenue Recommendations

Enables viewing and applying of revenue recommendations. Revenue recommendations are using SPE to suggest adjustments to revenue based on similar opportunity historical data.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity Revenue Recurrences

Allows creating and updating of recurring revenue schedules. Recurring revenue items are those that re-occur over time, such as service contracts.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity Sales Account

Allows adding or removing of the sales account from the opportunity. A sales account is a customer with a sell-to address registered in the trading community application.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity Sales Method

Allows updating of sales method and sales stage on an opportunity.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity Sources

Allows adding or removing of sources from the opportunity. A source is the marketing source code for the opportunity.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Manage Opportunity Work Area

Allows basic access to the work area. Other privileges secure what can be done with the work area.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Mass Update Opportunity

Allows mass update of opportunities. Mass update allows updating of specific opportunity parameters at one time, such as close date or win probability.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Set Up Opportunity

Allows setup of opportunity application features, such as sales methods, sales coach, credit allocation templates, profiles, lookups, flexfields, and assignment rules, among others.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity

Allows viewing of opportunity pages, including the work area. A work area is the landing page for accessing the frequently used tasks and reports useful for managing relevant opportunities.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Appointments

Allows viewing of their own appointments associated with the opportunity.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Competitors

Allows viewing of competitor information on an opportunity.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Contacts

Allows viewing of contact information on an opportunity.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Deal Registration

Allows viewing of partner deal registration, such as registration type, number, and expiration.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Group Space

Allows viewing of group space content. Group spaces are editable Web pages used for collaboration and information sharing.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Interactions

Allows viewing of interactions on an opportunity. An interaction is a record of a customer contact event, such as a phone call or e-mail.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Leads

Allows viewing of lead information on an opportunity.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Nonrevenue Credits

Allows viewing of nonrevenue credit assignments. Nonrevenue sales credit is a type of sales credit assigned to non-primary salespeople.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Notes

Allows viewing of opportunity notes.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Partners

Allows viewing of opportunity partner information.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity References

Allows viewing of opportunity reference customer data.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Revenue

Allows viewing of opportunity revenue information.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Revenue Credits

Allows viewing of revenue credit assignments.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Revenue Recurrences

Allows viewing of recurring revenue schedules. Recurring revenue items are those that re-occur over time, such as service contracts.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Sales Coach

Allows access to Sales Coach features. Sales Coach is both a teaching tool and a method to push best practice information to salespeople.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Similar Opportunities

Allows viewing of similar opportunity information. This feature displays opportunities with similar data, such as expected revenue or win probability, and allows salespeople to copy the similar information over to the current opportunity.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Sources

Allows viewing of opportunity source. A sources is the marketing source code for the opportunity.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Tasks

Allows viewing of opportunity tasks.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

View Opportunity Team

Allows viewing of opportunity sales team information.

Partner Deal Registration Management

Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates.

Convert Lead to Partner Deal

Allows converting lead to a deal registration.

Partner Deal Registration Management

Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates.

Create Partner Deal

Allows creating a deal registration.

Partner Deal Registration Management

Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates.

Extend Deal Registration

Allows requesting extension on a deal registration including creating the extension and submitting.

Partner Deal Registration Management

Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates.

Register Partner Deal

Allows submitting the deal registration for approval.

Partner Deal Registration Management

Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates.

Resubmit Failed Deal Registration

Allows resubmitting a failed deal registration for approval

Partner Deal Registration Management

Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates.

Review Deal Registration Extension Details

Allows reviewing extension details on a deal registration.

Partner Deal Registration Management

Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates.

Review Partner Deal

Allows view of all tabs in the deal registration UI with the exception of the social tab.

Partner Deal Registration Management

Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates.

Update Partner Deal Activites

Allows updating deal registration activities.

Partner Deal Registration Management

Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates.

Update Partner Deal Details

Allows updating a deal registration summary details.

Partner Deal Registration Management

Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates.

Update Partner Deal Notes

Allows updating deal registration notes.

Partner Deal Registration Management

Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates.

Withdraw Deal Registration

Allows withdrawing deal registration.

Personal Campaign Management

Manages secured personal campaigns used to promote products or events to specific customers.

Create Sales Campaign

Allows creating sales campaigns and tracking of customer responses. A sales campaign is an e-mail promoting products or events to specific customers, that can include personalized information and links where the customer can respond.

Personal Campaign Management

Manages secured personal campaigns used to promote products or events to specific customers.

Delete Sales Campaign

Allows deleting sales campaigns and tracking of customer responses. A sales campaign is an e-mail promoting products or events to specific customers, that can include personalized information and links where the customer can respond.

Personal Campaign Management

Manages secured personal campaigns used to promote products or events to specific customers.

Manage Sales Campaign

For internal use only. Allows web services management of sales campaigns.

Personal Campaign Management

Manages secured personal campaigns used to promote products or events to specific customers.

Run Marketing Campaign Scheduler

Allows scheduling and monitoring the process that schedules marketing campaign execution activities.

Personal Campaign Management

Manages secured personal campaigns used to promote products or events to specific customers.

Update Sales Campaign

Allows updating sales campaigns and tracking of customer responses. A sales campaign is an e-mail promoting products or events to specific customers, that can include personalized information and links where the customer can respond.

Personal Campaign Management

Manages secured personal campaigns used to promote products or events to specific customers.

View Sales Campaign

Allows viewing sales campaigns and tracking of customer responses. A sales campaign is an e-mail promoting products or events to specific customers, that can include personalized information and links where the customer can respond.

Quota Export Management

Manages bulk export of all sales territory quota related objects.

Run CRM Export Process

This privilege would grant a user the ability to schedule CRM object to export to a file

Quota Export Management

Manages bulk export of all sales territory quota related objects.

Set Up CRM Objects for Export

This privilege would grant a user the ability to register CRM objects for Export

Quota Management Enterprise Administration

Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup.

Administer Sandbox

Allows administration of all sandboxes.

Quota Management Enterprise Administration

Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup.

Audit Sales Territory Quota

Allows auditing of sales territory quotas and sales resource quotas.

Quota Management Enterprise Administration

Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup.

Configure Quota Management UI

Grants access to use Page Composer to configure task flows in Quota Management, where available.

Quota Management Enterprise Administration

Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup.

Export Sales Territory Quota

Allows managing the export of sales territory quotas and sales resource quotas.

Quota Management Enterprise Administration

Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup.

Individualize Incentive Compensation Participant Goal

Allows individualization of incentive compensation participant goals from quota management.

Quota Management Enterprise Administration

Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup.

Manage Sales Goal

Allows managing of sales goals and product groups related to the sales goal.

Quota Management Enterprise Administration

Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup.

Manage Sales Quota Prediction Formula

Allows managing of the sales territory quota formula that determines the bottom up analysis of what the quota should be.

Quota Management Enterprise Administration

Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup.

Manage Sales Territory Quota

Allows managing of sales territory quotas. Quotas are a reflection of goals expected of a salesperson, such as amount of sales, often tied to expected performance of a territory.

Quota Management Enterprise Administration

Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup.

Revise Sales Territory Quota

Allows revision of sales territory and sales resource quotas.

Quota Management Enterprise Administration

Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup.

Run Publish or Revise Hierarchy Quotas

Allows scheduling and monitoring of the process of publishing or revising hierarchy quotas for the territories.

Quota Management Enterprise Administration

Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup.

View Administration Link

Privilege to view administration link in UI shell

Quota Management Export Import

Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import.

Export Sales Territory Quota

Allows managing the export of sales territory quotas and sales resource quotas.

Quota Management Export Import

Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import.

Import Sales Territory Quota

Allows managing the import of sales territory quotas and sales resource quotas.

Quota Management Export Import

Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import.

Run File Import Scheduler

Allows scheduling and monitoring the process that schedules file import activities.

Quota Management Export Import

Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import.

Run Import Quota Allocations Job

Allows importing of quota standard objects.

Quota Management Export Import

Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import.

Set Up File Import Activity

Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables.

Quota Management Export Import

Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import.

View Sales Quota Import Status

Allows viewing the status of sales quota import processes.

Quota Management Export Import

Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import.

View Sales Territory Quota Export Status

Allows viewing the status of territory quota export processes.

Quota Management Setup

Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry.

Manage Sales Quota Plan

Allows managing of the sales quota plan that tracks and records sales quotas for an annual sales cycle.

Quota Management Setup

Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry.

Manage Sales Quota Prediction Formula Parameter

Allows assigning default values for territory quota formula parameters.

Quota Management Setup

Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry.

Manage Sales Quota Seasonality Group

Allows managing of seasonality groups, which specify the factors used to split the annual quota over granular time periods.

Quota Management Setup

Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry.

Manage Sales Quota Spread Formula

Allows managing of spread formulas used to calculate the spread ratio for distributing quotas.

Quota Management Setup

Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry.

Manage Sales Territory Quota Setup

Allows defining and managing of the attribute and policy information relating to defining a quota.?Also establishing a framework that allows users to consistently and uniformly define sales representatives' goals and targets.

Quota Management Setup

Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry.

Run Sales Quota Plan Activation Job

Allows scheduling and monitoring of the process of activating sales quota plans.

Quota Management Setup

Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry.

Run Sales Quota Plan Completion Job

Allows scheduling and monitoring of the process of completing sales quota plans.

Quota Management Setup

Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry.

Run Sales Territory Quota Synchronization Job

Allows scheduling and monitoring of the process of synchronizing sales quota plans with associated proposed territories.

Quota Management Setup

Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry.

View Sales Quota Plan

Allows managing of the sales quota plan that tracks and records sales quotas for an annual sales cycle.

Resource Administration

Administers resource information.

Add Trading Community Resource to My Social Network

Allows the addition of a resource to their social network.

Resource Administration

Administers resource information.

Administer Sandbox

Allows administration of all sandboxes.

Resource Administration

Administers resource information.

Contact Trading Community Resource

Allows emailing, calling, and instant messenging a resource. If assigning, also assign the ability to view trading community resource details.

Resource Administration

Administers resource information.

Edit Trading Community Resource Profile

Allows the update of resource profile information. If assigning, also assign the ability to view the trading community resource profile.

Resource Administration

Administers resource information.

Enter Trading Community Resource Information

Allows the specification of resource information.

Resource Administration

Administers resource information.

Identify Trading Community Person as a Trading Community Resource

Allows the identification of existing people as resources.

Resource Administration

Administers resource information.

Manage All Application Profile Values

Allows management of all application profile option settings and values at various levels to control application behavior.

Resource Administration

Administers resource information.

Manage Application Attachment Category

Manage application attachment categories

Resource Administration

Administers resource information.

Manage Application Attachment Entity

Manage application attachment entities

Resource Administration

Administers resource information.

Manage Application Common Lookup

Not Available

Resource Administration

Administers resource information.

Manage Application Data Security Policy

Allows management of security policies that restrict access to functions and data, such as preventing particular values from being accessed in a chart of account segment.

Resource Administration

Administers resource information.

Manage Application Database Resource

Manage application database resources for data security

Resource Administration

Administers resource information.

Manage Application Descriptive Flexfield

Allows management of application descriptive flexfields.

Resource Administration

Administers resource information.

Manage Application Extensible Flexfield

Manage implementation of the Extensible Flexfield feature on a given entity.

Resource Administration

Administers resource information.

Manage Application Flexfield Value Set

Allows management of value sets to validate the content of a flexfield segment. Value sets provide declarative validation for use in applications flexfield attributes and key segments.

Resource Administration

Administers resource information.

Manage Application Message

Manage an end-user message, shown in the User Interface. Messages can have different types, such as Error, Warning, Information. Messages are translated and can be re-used across products. Exampe: "File not found", "Table '&TABLE' does not exist".

Resource Administration

Administers resource information.

Manage Application Profile Category

Manage application profile option categories

Resource Administration

Administers resource information.

Manage Application Profile Option

Manage Application Profile Options: Manage the level the value can be changed

Resource Administration

Administers resource information.

Manage Application Reference Data Set

Manage Application Reference Data set. Maintain reference data set attributes.

Resource Administration

Administers resource information.

Manage Application Reference Data Set Assignment

Manage Application Reference Data Set Assignments. Create and edit reference data set assignments.

Resource Administration

Administers resource information.

Manage Application Set-Enabled Lookup

Manage sub-type entities stored in the Application Set-Enabled Lookup entity. Lookup Types are lists of values such as Days of the Week or Yes/No which can be used to validate column values.

Resource Administration

Administers resource information.

Manage Application Standard Lookup

Manage sub-type entities stored in the Application Standard Lookup Values entity. Lookup Types are lists of values such as "Days of the Week" or "Yes/No" which can be used to validate columns values.

Resource Administration

Administers resource information.

Manage Application Taxonomy

Manage hierarchical classification of Applications Taxonomy tree. A node in the Application Taxonomy Tree can be a Product Line, Product Family, Product or Logical Business Area.

Resource Administration

Administers resource information.

Manage Customer Data Management Foundation Custom Objects

Allows access to custom objects in Customer Data Management Foundation.

Resource Administration

Administers resource information.

Manage Goal Management Notifications

Manage Goal Management Notifications

Resource Administration

Administers resource information.

Manage My Application Profile Values

Manage My Application Profile Values. Access to manage profile values at the user level.

Resource Administration

Administers resource information.

Manage Person Talent Profile

Allows management of talent profile for a person.

Resource Administration

Administers resource information.

Manage Talent Education Establishment

Allows management of talent educational establishments.

Resource Administration

Administers resource information.

Manage Talent Notifications

Allows management of talent management notifications.

Resource Administration

Administers resource information.

Manage Talent Profile Content Item

Allows management of talent profile content items.

Resource Administration

Administers resource information.

Manage Talent Profile Rating Model

Allows management of talent profile rating models.

Resource Administration

Administers resource information.

Manage Talent Profile Sources

Allows management of talent profile subscribers.

Resource Administration

Administers resource information.

Manage Trading Community Resource

Allows the specification of resources for any employees or partner members who are to be associated to leads, opportunities, and territories and given sales credits or compensated for that work.

Resource Administration

Administers resource information.

Manage Trading Community Resource Address

Allows the management of resource addresses. If assigning, also assign the ability to view the trading community resource address.

Resource Administration

Administers resource information.

Manage Trading Community Resource Contact Information

Allows the management of resource contact information. If assigning, also assign the ability to view the trading community resource contact information.

Resource Administration

Administers resource information.

Manage Trading Community Resource History

Allows the management of resource historical information. If assigning, also assign the ability to view the trading community resource history.

Resource Administration

Administers resource information.

Manage Trading Community Resource Lookups

Allows the specification of lookup values that provide choices when defining resources, such as party usages available for resources.

Resource Administration

Administers resource information.

Manage Trading Community Resource Note

Allows the specification of resource notes. If assigning also assign the ability to view the trading community resource note.

Resource Administration

Administers resource information.

Manage Trading Community Resource Note Descriptive Flexfields

Allows the specification of additional fields which enter and track information that is not otherwise captured. Descriptive flexfields can be validated and dependent on other values entered in other areas of the page.

Resource Administration

Administers resource information.

Manage Trading Community Resource Note Type

Allows the specification of note types, such as person details, to categorize notes entered for resources. When mapped, note type values are limited to resources.

Resource Administration

Administers resource information.

Manage Trading Community Resource Note Type Mapping

Allows the specification of the mapping that provides a tailored list of note type values for resources. When no mapping is specified, note type values mapped to the object Note are used.

Resource Administration

Administers resource information.

Manage Trading Community Resource Organization Memberships

Allows the specification of resource organization members. If assigning, also assign the ability to view the trading community resource organization memberships.

Resource Administration

Administers resource information.

Manage Trading Community Resource Role Assignments

Allows the management of resource role assignments. If assigning also assign the ability to view the trading community resource role assignments.

Resource Administration

Administers resource information.

Manage Trading Community Resource Sales Representative Information

Allows the management of resource saleperson setup information. If assigning, also assign the ability to view the trading community resource sales representative information.

Resource Administration

Administers resource information.

Manage Trading Community Resource Skills

Allows the management of resource skills information. If assigning, also assign the ability to view the trading community resource skills.

Resource Administration

Administers resource information.

Manage Trading Community Resource Social Network

Allows the management of a resource social network. If assigning, also assign the ability to view the trading community resource social network.

Resource Administration

Administers resource information.

Manage Trading Community Resource Team Memberships

Allows the management of resource team members. If assigning also assign the ability to view the trading community resource team memberships.

Resource Administration

Administers resource information.

Remove Trading Community Resource

Allows the removal of resources.

Resource Administration

Administers resource information.

Reset Password

Allows reset password links to be emailed to users.

Resource Administration

Administers resource information.

Search Trading Community Resource

Allows the search of resources.

Resource Administration

Administers resource information.

Upload Trading Community Resource Picture

Allows the upload of resource pictures. If assigning, also assign the ability to view trading community resource details.

Resource Administration

Administers resource information.

View Administration Link

Privilege to view administration link in UI shell

Resource Administration

Administers resource information.

View Trading Community Resource Address

Allows viewing of resource addresses. If assigning, also assign the ability to view trading community resource details.

Resource Administration

Administers resource information.

View Trading Community Resource Administration Detail Information

Allows viewing of resource administration setup information.

Resource Administration

Administers resource information.

View Trading Community Resource Collaboration Information

Allows viewing of resource social network information.

Resource Administration

Administers resource information.

View Trading Community Resource Contact Information

Allows viewing of resource contact information.

Resource Administration

Administers resource information.

View Trading Community Resource Details

Allows viewing of resource basic information, such as name, primary phone, primary address, and primary e-mail.

Resource Administration

Administers resource information.

View Trading Community Resource History

Allows viewing of archived resource information.

Resource Administration

Administers resource information.

View Trading Community Resource Note

Allows viewing of resource notes. If assigning, also assign the ability to view trading community resource details.

Resource Administration

Administers resource information.

View Trading Community Resource Organization Memberships

Allows viewing of sales, marketing, and partner organization information.

Resource Administration

Administers resource information.

View Trading Community Resource Overview Information

Allows viewing of an overview for partner, marketing, and sales organization transaction information. If assigning, also assign the ability to view trading community resource details.

Resource Administration

Administers resource information.

View Trading Community Resource Profile

Allows viewing of resource profile information. If assigning, also assign the ability to view trading community resource details.

Resource Administration

Administers resource information.

View Trading Community Resource Role Assignments

Allows viewing of resource role assignments. If assigning, also assign the ability to view trading community resource details.

Resource Administration

Administers resource information.

View Trading Community Resource Sales Representative Information

Allows viewing of salesperson setup information, such as sales credits.

Resource Administration

Administers resource information.

View Trading Community Resource Skills

Allows viewing of resource skills information, such as language, competencies, and product expertise. If assigning, also assign the ability to view trading community resource details.

Resource Administration

Administers resource information.

View Trading Community Resource Social Network

Allows viewing of a resource's social network.

Resource Administration

Administers resource information.

View Trading Community Resource Team Memberships

Allows viewing of resource team memberships. If assigning, also assign the ability to view trading community resource details.

Resource Organization Administration

Administers resource organizations.

Manage Application Tree

Manage application trees and tree versions

Resource Organization Administration

Administers resource organizations.

Manage Application Tree Label

Manage application tree labels

Resource Organization Administration

Administers resource organizations.

Manage Application Tree Structure

Manage application tree structures

Resource Organization Administration

Administers resource organizations.

Manage Resource Organization Member Descriptive Flexfields

Not Available

Resource Organization Administration

Administers resource organizations.

Manage Trading Community Resource Organization

Allows the specification of partner resource organizations used to create partner organization hierarchies. If assigning, also assign the ability to view the trading community resource organization

Resource Organization Administration

Administers resource organizations.

Manage Trading Community Resource Organization Hierarchy

Allows the specification of sales, marketing, and partner organization hierarchies used to automatically generate reporting hierarchies. If assigning, also assign the ability to view the trading community resource organization hierarchy.

Resource Organization Administration

Administers resource organizations.

Manage Trading Community Resource Organization Members

Allows the specification of resources, such as employee, contractor and partner member, to sales, marketing and partner organizations.

Resource Organization Administration

Administers resource organizations.

Run Trading Community Resource Reporting Hierarchy Generation

Allows the running of the process that generates the resource reporting hierarchy.

Resource Organization Administration

Administers resource organizations.

Search Trading Community Resource Organization

Not Available

Resource Organization Administration

Administers resource organizations.

Search Trading Community Resource Organization Hierarchies

Allows the search of resource organization hierarchies. If assigning, also assign the ability to view the trading community resource organization hierarchies.

Resource Organization Administration

Administers resource organizations.

View Trading Community Organization Resource Members

Allows viewing sales, marketing, and partner organization members.

Resource Organization Administration

Administers resource organizations.

View Trading Community Resource Organization

Allows viewing of sales, marketing, and partner organization information.

Resource Organization Administration

Administers resource organizations.

View Trading Community Resource Organization Details

Allows viewing of sales, marketing, and partner organization membership information.

Resource Organization Administration

Administers resource organizations.

View Trading Community Resource Organization Hierarchies

Allows viewing of organization hierarchies for sales, marketing, and partner organizations.

Resource Organization Administration

Administers resource organizations.

View Trading Community Resource Organization Hierarchy

Allows viewing of organization hierarchies for sales, marketing, and partner organizations.

Resource Organization Administration

Administers resource organizations.

View Trading Community Resource Organization Hierarchy Details

Allows viewing of organization hierarchy structures for sales, marketing, and partner organizations.

Resource Organization Administration

Administers resource organizations.

View Trading Community Resource Organization Team Memberships

Allows viewing of sales, marketing, and partner team membership information.

Resource Organization Administration

Administers resource organizations.

View Trading Community Resource Organization Usage Information

Allows viewing of sales, marketing, and partner organization usage information.

Resource Organization Administration

Administers resource organizations.

View Trading Community Resource Overview Information

Allows viewing of an overview for partner, marketing, and sales organization transaction information. If assigning, also assign the ability to view trading community resource details.

Resource Team Administration

Defines resource teams.

Edit Trading Community Resource Team Basic Information

Allows the update of resource team information.

Resource Team Administration

Defines resource teams.

Enter Trading Community Resource Team Information

Allows the specification of resource team information.

Resource Team Administration

Defines resource teams.

Manage Resource Team Descriptive Flexfields

Allows the specification of additional fields to enter and track information that is not otherwise captured. Descriptive flexfields can be validated and dependent on other values entered in other areas of the page.

Resource Team Administration

Defines resource teams.

Manage Resource Team Member Descriptive Flexfields

Not Available

Resource Team Administration

Defines resource teams.

Manage Trading Community Resource Team

Allows the specification of groups of resources that work together, usually across organization hierarchy boundaries. For example, define marketing teams for campaigns. If assigning, also assign the ability to view the trading community resource team.

Resource Team Administration

Defines resource teams.

Manage Trading Community Resource Team Members

Allows the management of resource team members. If assigning, also assign the ability to view the trading community resource team members.

Resource Team Administration

Defines resource teams.

Manage Trading Community Resource Team Usages

Allows the management of resource team usages. If assigning, also assign the ability to view the manage trading community resource team usages.

Resource Team Administration

Defines resource teams.

Remove Trading Community Resource Team

Allows the removal of resource teams. If assigning, also assign the ability to view the trading community resource team.

Resource Team Administration

Defines resource teams.

Search Trading Community Resource Team

Allows the search of resource teams. If assigning, also assign the ability to view the trading community resource team.

Resource Team Administration

Defines resource teams.

View Trading Community Resource Overview Information

Allows viewing of an overview for partner, marketing, and sales organization transaction information. If assigning, also assign the ability to view trading community resource details.

Resource Team Administration

Defines resource teams.

View Trading Community Resource Team

Allows viewing of resource team information.

Resource Team Administration

Defines resource teams.

View Trading Community Resource Team Details

Allows viewing of resource team details.

Resource Team Administration

Defines resource teams.

View Trading Community Resource Team Members

Allows viewing of resource team members.

Resource Team Administration

Defines resource teams.

View Trading Community Resource Team Usages

Allows viewing of resource team usages.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Access BI Mobile Application Designer

Allows access to BI Mobile Application Designer from the Navigator Menu.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Access Feed View

Allows access to view feeds.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Access Mobile CRM

Functional privilege providing access to CRM data using mobile applications

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Access Partner Media Toolbar

Allows access to the partner media toolbar

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Access Sales Catalog

Controls access to view sales catalog in the runtime.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Access View Feed Configurations

Allows access to view feed configurations.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Add Document to Cart

Allows a Sales Lightbox user to add a document to the cart.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Add Trading Community Person Additional Identifier

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Add Trading Community Person Additional Name

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Add Trading Community Person Address Use

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Add Trading Community Person Classification Code Assignment

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Add Trading Community Person Contact Preference

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Add Trading Community Person Email

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Add Trading Community Person Instant Messenger

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Add Trading Community Person Phone

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Add Trading Community Person Relationship

Allows the specification of person relationship information. If assigning, also assign the ability to view the trading community person relationship.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Add Trading Community Person Web Page

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Administer Sales Contests

Allows administering all sales contests in the system.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Administer Sales Goals

Allows administering all sales goals in the system.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Administer Sandbox

Allows administration of all sandboxes.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Configure Activity UI

Allows configuration of activities in page composer

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Configure Adaptive Intelligence for Sales

Manage sales related adaptive intelligence configuration.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Configure Interactive Lists

Allows configuring interactive lists

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Configure LinkedIn Integration

Allows configuring LinkedIn integration between Sales CRM and LinkedIn

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Configure Sales Business Plan UI

Allows user to configure business plan UI.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Configure Sales Forecasting Management UI

Grants access to use Page Composer to configure task flows in Sales Forecasting Management, where available.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Configure Sales Objective UI

Allows user to configure sales objective UI.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Configure Sales Order UI

Allows user to configure sales order UI.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Configure Sales Predictor UI

Allows modification of sales predictor UI

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Configure Sales UI

Allows configuration of sales UI

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Configure Subscription UI

Allows the configuration of subscription UI

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Configure Work Area Searches

Allows configuring work area searches

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Correct Trading Community Person Address

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Activity

Allows creating activities.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Digital Sales Account

Allow creating Digital Sales Account

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Digital Sales Activity Appointment

Allows creating Digital Sales Activity Appointment

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Digital Sales Activity Task

Allows creating Digital Sales Activity Task

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Digital Sales Contact

Allow creating Digital Sales Contact

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Digital Sales Deal Registrations

Allow creating Digital Sales Deal Registrations.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Digital Sales Opportunity

Allows creating of Digital Sales Opportunity

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Interviews

Allows creating a new interview

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Marketing Budget

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Marketing Integration Campaign

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Sales Business Plan

Allows creating sales business plans.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Sales Contests

Allows creating sales contests.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Sales Goals

Allows creating sales goals.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Sales KPI

Allows creating sales KPI.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Sales Lead Digital Sales

Allows creating sales leads for Digital Sales.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Sales Objective

Allows creating sales objectives.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Sales Orchestration

Allows creating a new Sales Orchestration.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Sales Target Campaign

Functional Security Privilege used for providing create access for sales target campaigns, used in Engineered Selling use-cases.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Create Subscription Account Asset Relationship

Allows creating subscription account asset relationships.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Define Common CRM Configuration

Allows management of common CRM configurations.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Define Endpoint and Security Policy Information

Allows definition of endpoint and security policy information for an enterprise application.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Define Fusion CRM for Microsoft Outlook Integration

Allows access to setup pages needed to define the Oracle CRM for Microsoft Outlook integration.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Define Sales Forecast

Allows viewing, editing and submitting of forecasting setup parameters and scheduled forecasts.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Delete Activity

Allows deleting activities.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Delete All User Documents

Allows a Sales Lightbox administrator to delete any document.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Delete Marketing Integration Campaign

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Delete Sales Business Plan

Allows deleting sales business plans.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Delete Sales Contests

Allows deleting sales contests.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Delete Sales Goals

Allows deleting sales goals.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Delete Sales KPI

Allows deleting sales KPI.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Delete Sales Objective

Allows deleting sales objectives.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Delete Sales Orchestration

Allows deleting a Sales Orchestration.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Delete Subscription Account

Allows deleting subscription accounts.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Delete Subscription Account Asset Relationship

Allows deleting subscription account asset relationships.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Delete Subscription Account Billing Profile

Allows deleting subscription account billing profile information.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Delete Subscription Account Management Role

Allows deleting subscription account consumer party management roles.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Delete Trading Community Link

Allows the deletion of linked trading community party records.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Delete User Document

Allows a Sales Lightbox user to delete a document that they own.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Download Outlook Installer

Allows access to page that allows download of the CRM for Microsoft Outlook client installer.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Download User Document

Allows a Sales Lightbox user to download a document.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Enter Trading Community Link Information

Allows entry of information related to the linked trading community party records.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Enter Trading Community Location

Allows the invocation of location web services. If assigning, also assign the ability to view the trading community location.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Enter Trading Community Person

Allows the specification of person information. If assigning, also assign the ability to view the trading community person.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Enter Trading Community Person Address

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Export Trading Community Location

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Export Trading Community Person

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Export Trading Community Person Additional Identifier

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Export Trading Community Person Additional Name

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Export Trading Community Person Addresses

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Export Trading Community Person Classification Code Assignment

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Export Trading Community Person Contact Points

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Export Trading Community Person Contact Preferences

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Export Trading Community Person Relationship

Allows the export of person relationship information. If assigning, also assign the ability to view the trading community person relationship.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Export Workspace Data

Allows users to export data in Workspace

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Export and Import Sales Forecast Quotas from Digital Sales

Allows exporting and importing sales forecast quotas from Digital Sales.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Export and Import Sales Orchestration

Allows exporting or importing Sales Orchestrations and related metadata.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Generate Sales Insights

Allows generating insight metrics and facts

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Generate Sales Intelligence Features Data Sufficiency Report

Generates Data Sufficiency Report for the Intelligence in Sales features

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Launch Sales Products

Allows launching of sales products.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Log a Web Conference

Allows the user to Log a Web Conference, i.e. from the Query Assistant

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage AI Integration

Secures AI REST services to an administrator

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Activity Template

Allows creating, editing and deleting activity templates.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Application Metrics

Allow read, create and update of recent items information

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Calendar Preferences

Allows creation and maintenance of calendar preferences, such a the default calendar view.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Data Visualization Configuration

Allows creation, modification and deletion of data visualization configurations either through UI pages or through REST service calls. For example, a data visualization could be configured to be displayed as a Bar chart.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Data Visualization Preference

Allows creation, modification and deletion of the user preferences for the data visualization configuration. For example, a user might prefer to view a data visualization configured initially as a horizontal Bar chart, to be displayed as a vertical Bar chart instead.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Delete Financial Transaction ESS

This privilege is used to Manage Delete Financial Transaction ESS

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Dispatcher Rules

View, create and edit navigation dispatcher rules.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Express Report Definitions

Allows creation, modification and deletion of Express Report Definitions

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Express Report Types

Allows creation, modification and deletion of Express Report Types

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Feed Configurations

Allows create, delete and update of feed configurations.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Feed Element Generations

Allows generation and publishing of feed elements.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Global Search Auto Suggest

Allows managing auto suggest component in global search

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Global Search User Interface

Allows managing global search user interface

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Global Search View Objects

Allows managing and indexing of global search view objects

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Group Access

Allows configuring Access Groups.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Interactive List Saved Search

Allows configuring interactive lists saved search

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Marketing Integration Campaign

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Marketing Integration Campaign Member

Allows managing marketing integration campaign members.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage OSvC Connector Administration Rest Service

Allows access to OSvC Connector Administration Rest API

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Opportunity Revenue Lines of a Quoted Opportunity

Allows managing of opportunity revenue lines after the opportunity is quoted.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Page Personalization Layouts

Allows creation, modification, and deletion of Page Personalization Layouts through UI pages or REST service calls

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Partner Announcements

Allows management of partner announcements.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Person Attachments

Allows the specification of how attachments like pictures can be associated with a person.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Person Interactions

Allows the specification of interactions for a person.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Person Notes

Allows the entry of person notes.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Price Book

Allows management of the price book

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Product Eligibility Rules

Allows management of eligibility rules for products.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Product Groups

Allows management of product groups and their attributes, lookups, mapping, profile options, templates and usages.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Products

Manages products is sales cloud

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Promotion

Allows management of promotions

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Recommendation Configuration Parameter

Edit application setup and configuration parameters.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Resource Role Assignment Flexfields

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Resource Role Descriptive Flexfields

Allows the specification of additional fields to enter and track information that is not otherwise captured. Descriptive flexfields can be validated and dependent on other values entered in other areas of the page.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Rollup Metrics

Allows management of rollup definitions as well as calculation frequency and metric publication

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Routines

View, create and edit routines.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Sales Business Plan Setup

Allows viewing and making select updates of business plan non-extensible lookup values.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Sales Competitor

Allows management of competitors in the application.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Sales Forecast Quotas from Digital Sales

Allows viewing and editing sales forecast quotas from Digital Sales.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Sales Forecast from Digital Sales

Allows viewing and adjusting sales forecast summary and items from Digital Sales.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Sales Interactions

Allows manual creation of sales interactions.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Sales Machine Learning

Allows managing sales machine learning features

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Sales Notifications

Manage Sales Notifications

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Sales Objective Setup

Allows managing the set of objective types.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Sales Order Job Scheduler

Allows the user to schedule jobs for Sales Order object

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Sales Reference Customer

Allows management of sales reference customers in the application.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Saved Searches

Allows configuring saved searches

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Sensing Agent

Allows administrator access to configure the sensingAgent REST service for the Oracle Assistant component embedded in Oracle Inside Sales application.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Signal Definitions

Allows creating and updating signal definitions

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Signal Subscriptions

Allows the user to manage signal subscriptions

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Talent Profile Rating Model

Allows management of talent profile rating models.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Text Analysis Intelligence

Allows administrators to schedule ESS job that purges expired suggestions from text analysis

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Trading Community Group Addresses

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Trading Community Group Attachments

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Trading Community Group Classifications

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Trading Community Group Contact Points

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Trading Community Group Contact Preferences

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Trading Community Group Details

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Trading Community Group Identifiers

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Trading Community Group Interactions

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Trading Community Group Names

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Trading Community Group Notes

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Trading Community Group Relationships

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Trading Community Group Source System Mappings

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Trading Community Group Tasks

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Trading Community Person Source System Mapping

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Trading Community Person Usage Assignment

Allows the specification of party usage assignment to a person. If assigning, also assign the ability to view the trading community person usage assignment.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Trading Community Resource Role

Allows the specification of resource roles which indicate the resource function and which usually correspond to a set of jobs. Roles are used to facilitate assignment of appropriate resources, and to derive reporting relationship within an organization.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Trading Community Resource Role Lookups

Allows the specification of lookup values that provide choices when defining resource role types, such as marketing and sales.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage User Context

Allows the user to update user context metadata,to run bots,and to create and schedule ESS jobs.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Users Page Personalization

Allows creation, modification, and deletion of the User Pages through UI pages or REST service calls

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Web Activity Rules

Manage web activity rules for activities synced from B2B Marketing to Sales

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage Web Conference Integration

Allows managing web conference integration between Sales CRM and 3rd Party web conference providers

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage communication details

Allows managing communication details such as create and manage call scripts, email templates

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Manage default Account Details from DaaS

Allows Account auto suggestion list from DaaS

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Move Trading Community Person Address

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Purge Aged Signals

Purges expired and aged signals in the system.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Purge Application Metrics

Purges older than 30 days recent items and update user favorites last visited date

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Purge Trading Community Inactive Party Data

Allows the purge of inactive party.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Remove Trading Community Location

Allows the removal of locations. If assigning, also assign the ability to view the trading community location.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Remove Trading Community Person Additional Identifier

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Remove Trading Community Person Additional Name

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Remove Trading Community Person Address

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Remove Trading Community Person Address Use

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Remove Trading Community Person Classification Code Assignment

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Remove Trading Community Person Contact Preference

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Remove Trading Community Person Email

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Remove Trading Community Person Instant Messenger

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Remove Trading Community Person Phone

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Remove Trading Community Person Relationship

Allows the removal of person relationships. If assigning, also assign the ability to view the trading community person relationship.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Remove Trading Community Person Web Page

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Reprocess Web Activities

Allows administrators to run, schedule and monitor marketing integration campaign related scheduled jobs for Engineered Selling.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Restore Trading Community Location

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Restore Trading Community Person Additional Identifier

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Restore Trading Community Person Additional Name

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Restore Trading Community Person Address

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Restore Trading Community Person Address Use

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Restore Trading Community Person Classification Code Assignment

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Restore Trading Community Person Contact Preference

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Restore Trading Community Person Email

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Restore Trading Community Person Instant Messenger

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Restore Trading Community Person Phone

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Restore Trading Community Person Relationship

Allows the restoration of inactive person relationships.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Restore Trading Community Person Web Page

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Resubmit Deal Registration

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Retire Sales Products

Allows retiring sales products.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Run CRM Export Process

This privilege would grant a user the ability to schedule CRM object to export to a file

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Run Direct Store Delivery Process

Allows users to schedule and run the daily upload and download jobs for direct store delivery features.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Run File Import Scheduler

Allows scheduling and monitoring the process that schedules file import activities.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Run Intelligent Advisor Checkpoint Migration ESS Job

Allows users to run Intelligent Advisor Checkpoint Migration.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Run Link Management Process

Allows scheduling and monitoring of link management process jobs.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Run Marketing Integration Campaign Scheduled Jobs

Allows administrators to run, schedule and monitor marketing integration campaign related scheduled jobs for Engineered Selling.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Run Populate Click Description Process

Allows scheduling and running of the process that populates click descriptions.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Run Purge Recent Items

Allows scheduling and monitoring of the process to purge the recent items information for business objects.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Run Sales Forecast Jobs

Allows running of the various background jobs including Forecast Generation, Participant Forecast Generator, Periodic Refresh, and Due Date Check.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Run Sales Orchestration Scheduled Jobs

Allows running, scheduling and monitoring Sales Orchestration related scheduled jobs.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Run Smart Action Auto Ranking

Allows execution of an ESS job to calculate the ranking of Smart Actions

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Run Sync Handler Process

Allows users to schedule and run the sync process for CX Consumer Goods mobile users.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Search Trading Community Location

Allows the search of locations. If assigning, also assign the ability to view the trading community location.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Search Trading Community Person

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Search Trading Community Person Additional Identifier

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Search Trading Community Person Additional Name

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Search Trading Community Person Address

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Search Trading Community Person Classification

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Search Trading Community Person Contact Point

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Search Trading Community Person Relationship

Allows the search of person relationships. If assigning, also assign the ability to view the trading community person relationship.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Select Metadata Entities and Attributes

Manage input data entities used in predictive models and business rules.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Select Trading Community Person Address as Primary for a Purpose

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Send Impersonated Email from Digital Sales

Allows an impersonated user to send email from Digital Sales on behalf of a Sales MS 365 user.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Set Up Activity Stream Settings

Allows to set up activity stream settings.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Set Up CRM Objects for Export

This privilege would grant a user the ability to register CRM objects for Export

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Set Up File Import Activity

Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Set Up File Import Object and Mapping

Allows reviewing and registering business objects, such as sales leads and opportunities, intended for import from external files. Also allows creating and maintaining maps of external source file columns to target staging table columns for use in importing those business objects, such as sales leads, customers, contacts, and sales catalogs.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Set Up Sales Competitor

Allows setup and management of competitors features, such as strength and weakness attributes and threat level.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Set Up Sales Note

Controls the setup of sales notes

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Set Up Sales Resource Organization

Allows setup of sales resource organization.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Set Up Sales Task

Controls the setup of sales tasks

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Setup Sales Forecasting from Digital Sales

Allows setting up sales forecasting and running processes from Digital Sales.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Share User Document

Allows a Sales Lightbox user to share any document. The user is not necessarily owner of the document.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Submit Person Merge Request

Allows the submission of person merge requests.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Sync External Users To LDAP

Allows the running of the process that sends personal data for external users to LDAP

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Activity

Allows editing activities.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Completed Marketing Claim Settlement

Allows updating the attributes of MDF Marketing Claim Settlements in Complete status

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Customer Competitor Purchase

Allows update access to pages displaying competitor products the customer has purchased.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Enterprise Application Deployment Information

Allows updating deployment information of an enterprise application.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Interviews

Allows updating an existing interview

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Marketing Claim Approval Details

Allows updating the MDF claim approval details

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Marketing Claim Settlement Details

Allows updating the attributes of MDF Marketing Claim Settlements

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Marketing Fund Request Approval Details

Allows updating the MDF request approval details

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Marketing Integration Campaign

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Sales Business Plan

Allows updating sales business plans.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Sales Contests

Allows updating sales contests.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Sales Goals

Allows updating sales goals.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Sales KPI

Allows updating sales KPI.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Sales Objective

Allows updating sales objectives.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Sales Orchestration

Allows updating an existing Sales Orchestration.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Trading Community Link

Allows update of the linked trading community party records.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Trading Community Location

Allows the update of the organization location information. If assigning, also assign the ability to view the trading community location.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Trading Community Person

Allows the update of person information. If assigning, also assign the ability to view the trading community person.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Trading Community Person Additional Identifier

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Trading Community Person Additional Name

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Trading Community Person Address Use

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Trading Community Person Classification Code Assignment

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Trading Community Person Contact Preference

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Trading Community Person Email

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Trading Community Person Instant Messenger

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Trading Community Person Phone

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Trading Community Person Relationship

Allows the update of person relationship information. If assigning, also assign the ability to view the trading community person relationship.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Update Trading Community Person Web Page

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Upload User Document

Allows a Sales Lightbox user to upload a document.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Use Generative AI Features in Sales

Allows users to use generative ai features

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Use REST Services to Delete Survey Results

Allows users to initiate the delete action on the surveyResults REST API.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Use REST Services to Manage Survey Results

Allows users to initiate the create and update actions on the surveyResults REST API.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

Use REST Services to View Survey Results

Allows users to initiate the view action on the surveyResults REST API.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Account from Digital Sales

Allow viewing of account from Digital Sales.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Activity

Allows viewing activities.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Activity from Digital Sales

Allow viewing of Activity from Digital Sales.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Administration Link

Privilege to view administration link in UI shell

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View All User Documents

Allows a Sales Lightbox administrator to view all documents.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Application Usage Insights UI

Allows viewing of the Application Usage Insights UI.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Contact from Digital Sales

Allow viewing of contact from Digital Sales.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Contracted Products

Controls access to view contracted product selection tool in the runtime.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Customer Asset

View assets owned by a customer.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Customer Competitor Purchase

Allows viewing of pages displaying competitor products the customer has purchased, and related data.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Data Visualization Configuration

Allows viewing of data visualization configurations.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Deal Registrations from Digital Sales

Allow viewing of Deal Registrations from Digital Sales.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Deleted Object Records

Allows the user to view deleted object records.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Digital Sales

Allow viewing of the Digital Sales application

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Express Report Definitions

Allows viewing of Express Report Definitions

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Express Report Types

Allows viewing of Express Report Types

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Geography Information

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Interviews

Allows viewing of interviews

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Lightbox Feedback

Ability to view Feedback for Lightbox Document

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View LinkedIn Sales Navigator Data

Allows viewing Sales Navigator Widget through integration with LinkedIn

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Marketing Integration Campaign

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View My Day

Allows viewing of various record types within a single page.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Named Routes

Allows viewing and grouping all functional navigation flows across channels into a single name

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Navigator Menu

Allows viewing navigator metadata information

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Opportunity from Digital Sales

Allows viewing of opportunity from Digital Sales.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Page Personalization Layouts

Allows the view of Page Personalization Layouts through UI pages or REST service calls

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Partner Profile

Allows viewing the partner profile.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Partner Program

Allows viewing of the partner program.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Partner Program Enrollment

Allows viewing of partner program enrollment.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Partner from Digital Sales

Allow viewing of partner from Digital Sales.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Price Book

Allow view access to the price book

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Product Group Picker

Controls access to view product group picker in the runtime.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Product Picker

Controls access to view product picker in the runtime.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Quotes and Quote Lines in Digital Sales

Allow viewing of quotes and quote lines in Digital Sales.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Recommended Products

Allows viewing of recommended products

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Reports and Analytics Accordion

Allows viewing of reports and analytics accordion.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Rollup Metrics

Allows users to drill-down to the rollup value and view what the rollup is made up of.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Business Plan

Allows viewing sales business plans.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Competitor

Allows viewing of pages displaying sales competitor information, such as the competitor profile.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Competitor Opportunities

Allows viewing of sales competitor opportunity information.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Contests

Allows viewing sales contests.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Forecast for Subordinates

Allows managing of all sales forecast items for all territories they own, or where they are delegated forecasting responsibility and for any subordinate territories. Also includes all forecast items assigned to child territories and to territories previously owned that are part of an active forecast.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Forecast from Digital Sales

Allows viewing sales forecast items from Digital Sales.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Goals

Allows viewing sales goals.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Homepage pagination dot five

Allows viewing of the sales representative dashboard embedded in pagination dot five. The dashboard contains analytical reports about sales objects.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Homepage pagination dot four

Allows viewing of the sales representative dashboard embedded in pagination dot four. The dashboard contains analytical reports about sales objects.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Homepage pagination dot one

Allows viewing of the sales representative dashboard embedded in pagination dot one. The dashboard contains analytical reports about sales objects.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Homepage pagination dot three

Allows viewing of the sales representative dashboard embedded in pagination dot three. The dashboard contains analytical reports about sales objects.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Homepage pagination dot two

Allows viewing of the sales representative dashboard embedded in pagination dot two. The dashboard contains analytical reports about sales objects.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Insights

Allows viewing of Sales insights generated by Sales Intelligence features

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales KPI

Allows viewing sales KPI.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Lead from Digital Sales

Allows viewing of sales lead from Digital Sales.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Manager Dashboard

Allows viewing of the sales manager dashboard. The dashboard contains analytical reports about sales objects.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Objective

Allows viewing sales objectives.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Orchestration

Allows viewing the list of Sales Orchestrations or a particular Sales Orchestration.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Order

Allows viewing sales orders.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Products

Allows viewing of sales products.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Recommendations

Allows viewing of Sales recommendations generated by Sales Intelligence feature

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Reference Customer

Allows viewing of pages displaying information about sales reference customers, such as their names and reference status.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Reference Customer Opportunities

Allows viewing of sales reference opportunity information.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Sales Representative Dashboard

Allows viewing of the sales representative dashboard. The dashboard contains analytical reports about sales objects.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Similar Accounts

Allows viewing of similar accounts

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Similar Records

Allows viewing of similar records identified by Sales Intelligence feature

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Smart Actions

Allows read and view access to Smart Actions Framework data.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Text Analysis Intelligence

Allows user to view intelligence derived from text analysis

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Trading Community Link

Allows update of the linked trading community party records.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Trading Community Location

Allows the invocation of location web services.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Trading Community Person

Allows exporting, searching, and viewing of person details such as addresses, classifications, identifiers, and names.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Trading Community Person Additional Identifier

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Trading Community Person Additional Name

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Trading Community Person Address

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Trading Community Person Address Use

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Trading Community Person Classification Code Assignment

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Trading Community Person Contact Points

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Trading Community Person Contact Preference

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Trading Community Person Relationship

Allows viewing of person relationship information.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Trading Community Person Source System Mapping

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Trading Community Person Usage Assignment

Not Available

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View User Context

Allows viewing of relevant contextual information for a given user.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View User Document

Allows a Sales Lightbox user to view documents that they own.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View Web Activity

Allows viewing web activities synchronized from B2B Marketing.

Sales Administrator

Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and configures the application according to business needs.

View communication details

Allows viewing communication details such as email status, call scripts

Sales Change History Inquiry

Views change history of sales business objects for members within the sales organization.

View Account Change History

Allows viewing of account change history

Sales Change History Inquiry

Views change history of sales business objects for members within the sales organization.

View Activity Change History

Allows viewing of activity change history

Sales Change History Inquiry

Views change history of sales business objects for members within the sales organization.

View Business Plan Change History

Allows viewing of business plan change history

Sales Change History Inquiry

Views change history of sales business objects for members within the sales organization.

View Contact Change History

Allows viewing of contact change history

Sales Change History Inquiry

Views change history of sales business objects for members within the sales organization.

View Deal Registration Change History

Allows viewing of deal registration change history

Sales Change History Inquiry

Views change history of sales business objects for members within the sales organization.

View Household Change History

Allows viewing of household change history

Sales Change History Inquiry

Views change history of sales business objects for members within the sales organization.

View Lead Change History

Allows viewing of lead change history

Sales Change History Inquiry

Views change history of sales business objects for members within the sales organization.

View Opportunity Change History

Allows viewing of opportunity change history

Sales Change History Inquiry

Views change history of sales business objects for members within the sales organization.

View Sales Objective Change History

Allows viewing of sales objective change history

Sales Change History Inquiry

Views change history of sales business objects for members within the sales organization.

View Service Request Change History

Allows viewing of service request change history

Sales Change History Inquiry

Views change history of sales business objects for members within the sales organization.

View Territory Change History

Allows viewing of territory change history

Sales Change History Inquiry

Views change history of sales business objects for members within the sales organization.

View Work Order Change History

Allows viewing of work order change history

Sales Forecasting Delegated Management

Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users.

Edit Sales Forecast Items

Allows editing of sales forecast items

Sales Forecasting Delegated Management

Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users.

Export Sales Forecast Participant

Allows the export of any summary level forecast information that is viewable from the normal forecasting application.

Sales Forecasting Delegated Management

Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users.

Manage Sales Forecast Adjustments

Allows viewing, creating, editing, and deleting of sales forecast adjustments.

Sales Forecasting Delegated Management

Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users.

Manage Sales Forecast Item Adjustments

Allows viewing, creating, editing, and deleting of sales forecast item adjustments.

Sales Forecasting Delegated Management

Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users.

Manage Sales Forecast Participant

Allows viewing and submitting of all sales forecasts. Also includes the ability to submit and reject all child territories.

Sales Forecasting Delegated Management

Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users.

Run Copy Prior Forecast Process

Allows running of the process to copy summary aggregates from a prior forecast.

Sales Forecasting Delegated Management

Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users.

Run Distribute Totals Process

Allows running of the process to distribute totals for forecasting summary aggregates.

Sales Forecasting Delegated Management

Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users.

Run Recalculate Totals Process

Allows running of the process to recalculate totals for forecasting summary aggregates.

Sales Forecasting Delegated Management

Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users.

Run Reject or Withdraw Process

Allows running of the process to refresh forecast items after the initial submission is either rejected or withdrawn.

Sales Forecasting Delegated Management

Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users.

View Sales Forecast Item Adjustments

Allows viewing of sales forecast item adjustments.

Sales Forecasting Delegated Management

Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users.

View Sales Forecast Participant

Allows viewing of all sales forecasts at a summary level.

Sales Forecasting Delegated Management

Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users.

View Sales Forecast Participant For Self

Allows quick access to summary sales forecast information for territories they own.

Sales Lead Follow Up

Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities.

Convert Marketing Response

Allows converting marketing campaign responses to sales leads and opportunities.

Sales Lead Follow Up

Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities.

Convert Sales Lead

Allows converting sales leads to opportunities.

Sales Lead Follow Up

Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities.

Create Sales Lead

Allows creating sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Follow Up

Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities.

Export Sales Lead

Allows exporting sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Follow Up

Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities.

Identify Sales Lead

Allows identifying sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Follow Up

Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities.

Manage Lead Qualification Work Area

Allows managing sales lead qualification information to determine the sales readiness of a lead from the work area. A work area is the landing page for frequent tasks and reports useful for qualifying relevant sales leads.

Sales Lead Follow Up

Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities.

Qualify Sales Lead

Allows qualifying sales lead information to determine the sales readiness of a lead.

Sales Lead Follow Up

Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities.

Update Sales Lead

Allows updating sales lead. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Follow Up

Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities.

View Sales Lead

Allows viewing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Follow Up Management

Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities.

Convert Marketing Response

Allows converting marketing campaign responses to sales leads and opportunities.

Sales Lead Follow Up Management

Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities.

Convert Sales Lead

Allows converting sales leads to opportunities.

Sales Lead Follow Up Management

Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities.

Create Sales Lead

Allows creating sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Follow Up Management

Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities.

Export Sales Lead

Allows exporting sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Follow Up Management

Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities.

Identify Sales Lead

Allows identifying sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Follow Up Management

Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities.

Manage Lead Qualification Work Area

Allows managing sales lead qualification information to determine the sales readiness of a lead from the work area. A work area is the landing page for frequent tasks and reports useful for qualifying relevant sales leads.

Sales Lead Follow Up Management

Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities.

Qualify Sales Lead

Allows qualifying sales lead information to determine the sales readiness of a lead.

Sales Lead Follow Up Management

Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities.

Update Sales Lead

Allows updating sales lead. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Follow Up Management

Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities.

View Sales Lead

Allows viewing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Create Sales Lead

Allows creating sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Delete Sales Lead

Allows deleting sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Export Sales Lead

Allows exporting sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Import Sales Lead

Allows importing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Manage Lead Processing Work Area

Allows managing and processing of sales leads including import and lead assignment from the work area. A work area is the landing page for frequent tasks and reports useful for managing relevant sales leads.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Manage Lead Qualification Work Area

Allows managing sales lead qualification information to determine the sales readiness of a lead from the work area. A work area is the landing page for frequent tasks and reports useful for qualifying relevant sales leads.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Manage Sales Lead

Allows web services management of sales leads including modifying lead attributes and accepting or rejecting sales leads.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Manage Sales Lead Processing

For internal use only. Allows web services management of sales lead assignment processing.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Qualify Sales Lead

Allows qualifying sales lead information to determine the sales readiness of a lead.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Run File Import Scheduler

Allows scheduling and monitoring the process that schedules file import activities.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Run Lead Processing Scheduler

Allows submitting sales lead assignment processing activities.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Set Up File Import Activity

Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Set Up File Import Object and Mapping

Allows reviewing and registering business objects, such as sales leads and opportunities, intended for import from external files. Also allows creating and maintaining maps of external source file columns to target staging table columns for use in importing those business objects, such as sales leads, customers, contacts, and sales catalogs.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

Update Sales Lead

Allows updating sales lead. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Processing

Processes sales leads including managing, importing, and assigning sales lead activities.

View Sales Lead

Allows viewing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Qualification

Qualifies sales leads to determine the sales readiness of the lead.

Create Sales Lead

Allows creating sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Qualification

Qualifies sales leads to determine the sales readiness of the lead.

Identify Sales Lead

Allows identifying sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Qualification

Qualifies sales leads to determine the sales readiness of the lead.

Manage Lead Qualification Work Area

Allows managing sales lead qualification information to determine the sales readiness of a lead from the work area. A work area is the landing page for frequent tasks and reports useful for qualifying relevant sales leads.

Sales Lead Qualification

Qualifies sales leads to determine the sales readiness of the lead.

Manage Sales Lead

Allows web services management of sales leads including modifying lead attributes and accepting or rejecting sales leads.

Sales Lead Qualification

Qualifies sales leads to determine the sales readiness of the lead.

Qualify Sales Lead

Allows qualifying sales lead information to determine the sales readiness of a lead.

Sales Lead Qualification

Qualifies sales leads to determine the sales readiness of the lead.

Update Sales Lead

Allows updating sales lead. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Qualification

Qualifies sales leads to determine the sales readiness of the lead.

View Sales Lead

Allows viewing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Qualification Supervision

Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy.

Create Sales Lead

Allows creating sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Qualification Supervision

Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy.

Identify Sales Lead

Allows identifying sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Qualification Supervision

Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy.

Manage Lead Qualification Work Area

Allows managing sales lead qualification information to determine the sales readiness of a lead from the work area. A work area is the landing page for frequent tasks and reports useful for qualifying relevant sales leads.

Sales Lead Qualification Supervision

Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy.

Manage Sales Lead

Allows web services management of sales leads including modifying lead attributes and accepting or rejecting sales leads.

Sales Lead Qualification Supervision

Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy.

Qualify Sales Lead

Allows qualifying sales lead information to determine the sales readiness of a lead.

Sales Lead Qualification Supervision

Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy.

Update Sales Lead

Allows updating sales lead. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Lead Qualification Supervision

Qualifies sales leads to determine the sales readiness of all the leads in your reporting hierarchy.

View Sales Lead

Allows viewing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Administer Sandbox

Allows administration of all sandboxes.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Configure Customer Center UI

Enables configuration of Customer Center pages

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Create Incident

Allow creating incident including adding attachment and message

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Delete Consumer

Allows deleting consumers.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Delete Sales Account

Allows deleting sales accounts.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Delete Sales Group

Allows deleting sales groups.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Delete Sales Organization

Allows deletion of Sales Organizations.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

End date Sales Account

Allows end dating a sales account

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Manage All Application Profile Values

Allows management of all application profile option settings and values at various levels to control application behavior.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Manage Application Common Lookup

Not Available

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Manage Application Descriptive Flexfield

Allows management of application descriptive flexfields.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Manage Application Extensible Flexfield

Manage implementation of the Extensible Flexfield feature on a given entity.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Manage Application Flexfield Value Set

Allows management of value sets to validate the content of a flexfield segment. Value sets provide declarative validation for use in applications flexfield attributes and key segments.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Manage Application Profile Category

Manage application profile option categories

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Manage Application Profile Option

Manage Application Profile Options: Manage the level the value can be changed

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Manage Application Set-Enabled Lookup

Manage sub-type entities stored in the Application Set-Enabled Lookup entity. Lookup Types are lists of values such as Days of the Week or Yes/No which can be used to validate column values.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Manage Application Standard Lookup

Manage sub-type entities stored in the Application Standard Lookup Values entity. Lookup Types are lists of values such as "Days of the Week" or "Yes/No" which can be used to validate columns values.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Manage Data Cloud Mappings and Preferences

Allows management of attribute mappings and preferences for social data cloud service integration.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Manage Legal Contact Preferences

Allows managing contact preferences restricted for legal reasons.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Manage Named Sales Account

Allows marking the sales account as Named.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Manage Original System References

Allows OSR create/update/delete capability

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Manage Sales Party Partner Territory

Not Available

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Run CRM Export Process

This privilege would grant a user the ability to schedule CRM object to export to a file

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Run File Import Scheduler

Allows scheduling and monitoring the process that schedules file import activities.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Run Mass Transfer Process

Allows executing a mass transfer process

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Run Purge Batch Assignment Information Process

Allows scheduling and monitoring of the process to purge the batch assignment data.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Run Sales Account Import Scheduler

Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing sales accounts into staging tables.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Run Update Existing Account Flag Service

Allows managing of the process desognating if an account is a new or existing account.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Set Up CRM Objects for Export

This privilege would grant a user the ability to register CRM objects for Export

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Set Up File Import Activity

Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Set Up File Import Object and Mapping

Allows reviewing and registering business objects, such as sales leads and opportunities, intended for import from external files. Also allows creating and maintaining maps of external source file columns to target staging table columns for use in importing those business objects, such as sales leads, customers, contacts, and sales catalogs.

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

Update Incident

Allow update incident including adding attachment and message attachment

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

View Administration Link

Privilege to view administration link in UI shell

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

View All Customers

Allows viewing of the All Customers tab in customer picker

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

View All Parties

Allows viewing of the All Parties tab in customer picker

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

View All Sales Accounts

Allows viewing of the All Sales Accounts tab in customer picker

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

View Favorite Accounts

Allows viewing of the favorite account tab in customer picker

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

View Incident

Allow viewing incidents panel in overview and incidents tab

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

View Original System Reference

Allows viewing OSR information for a Sales Account

Sales Party Administration

Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries.

View Team and Territory Accounts

Allows viewing of the Team and Territory Account tab in customer picker

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Add Trading Community Resource to My Social Network

Allows the addition of a resource to their social network.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Contact Trading Community Resource

Allows emailing, calling, and instant messenging a resource. If assigning, also assign the ability to view trading community resource details.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Asset

Allows create new assets

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Consumer

Allows creating a consumer.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Incident

Allow creating incident including adding attachment and message

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Sales Account

Allows creating a sales account

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Sales Account Appointment

Allows creating a sales account appointment

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Sales Account Assessments

Allows creating a sales account assessment

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Sales Account Contact

Allows creating a sales account contact

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Sales Account Interaction

Allows creating a sales account interaction

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Sales Account Note

Allows creating a sales account note

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Sales Account Task

Allows creating a sales account task

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Sales Group

Allows creating a sales group

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Sales Group Members

Allows creating a sales group members

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Sales Organization

Allows creating a sales organization.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Sales Party Appointment

Allows creating a sales party appointment.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Sales Party Assessment

Allows creating a sales party assessment.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Sales Party Contact

Allows creating a sales party contact.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Sales Party Interaction

Allows creating sales party interactions.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Sales Party Note

Allows creating sales party notes.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Sales Party Relationship

Allows creating sales party relationships to other parties.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Sales Party Task

Allows creating sales party tasks.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Delete Asset

Allows delete assets

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Delete Sales Account Appointment

Allows deleting a sales account appointment

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Delete Sales Account Assessments

Allows deleting a sales account assessment

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Delete Sales Account Contact

Allows deleting a sales account contact

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Delete Sales Account Interaction

Allows deleting a sales account interaction

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Delete Sales Account Note

Allows deleting a sales account note

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Delete Sales Account Task

Allows deleting a sales account task

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Delete Sales Group Members

Allows deleting a sales group members

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Delete Sales Party Appointment

Allows deleting sales party appointments.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Delete Sales Party Assessment

Allows deleting sales party assessments.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Delete Sales Party Contact

Allows deleting sales party contacts.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Delete Sales Party Interaction

Allows deleting sales party interaction records.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Delete Sales Party Note

Allows deleting sales party notes.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Delete Sales Party Relationship

Allows deleting sales party relationships to other parties.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Delete Sales Party Task

Allows deleting sales party tasks.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Edit Asset

Allows edit existing assets

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Edit Trading Community Resource Profile

Allows the update of resource profile information. If assigning, also assign the ability to view the trading community resource profile.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Enter Trading Community Location

Allows the invocation of location web services. If assigning, also assign the ability to view the trading community location.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Enter Trading Community Merge Request

Allows the creation of a manual merge request by searching and selecting the duplicate person or organization records to merge.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Export Assets

Allow exporting assets in Asset List View in Fuse

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Export Customer Account

Not Available

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Export Customer Account Contact

Allows the export of customer account contact information.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Account Enrichment

Allows enrichment of accounts using social data and insight service.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Address

Allows managing the primary or multiple addresses of an account

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Calendar Preferences

Allows creation and maintenance of calendar preferences, such a the default calendar view.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Contact Enrichment

Allows enrichment of contacts using social data and insight service.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Customer Tree Options

Allow the configuration of Customer Tree nodes specifically the availability of "Hide" , "Set as Default" actions

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Installed Base Assets

Allows creation and editing of installed Base assets.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Original System References

Allows OSR create/update/delete capability

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Person Talent Profile

Allows management of talent profile for a person.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Reference Customer Profile

Allows managing reference customer profiles.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Sales Account Contact Hierarchy

Allows update to the organization chart for the sales account

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Sales Account Team

Allows managing and maintaining the sales account teams.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Sales Organization Hierarchy

Allows update to Organization Hierarchy (Account Hierarchy)

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Sales Party Classifications

Allows creation and maintenance of sales party classification.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Sales Party Contact Hierarchy

Allows creation and maintenance of the sales party contact hierarchy.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Sales Party Forums

Allows creation and maintenance of the sales party discussion forums.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Sales Party Team

Allows managing the sales party team

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Trading Community Resource Address

Allows the management of resource addresses. If assigning, also assign the ability to view the trading community resource address.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Trading Community Resource Contact Information

Allows the management of resource contact information. If assigning, also assign the ability to view the trading community resource contact information.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Trading Community Resource Note

Allows the specification of resource notes. If assigning also assign the ability to view the trading community resource note.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Trading Community Resource Skills

Allows the management of resource skills information. If assigning, also assign the ability to view the trading community resource skills.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Manage Trading Community Resource Social Network

Allows the management of a resource social network. If assigning, also assign the ability to view the trading community resource social network.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Remove Trading Community Location

Allows the removal of locations. If assigning, also assign the ability to view the trading community location.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Restore Trading Community Location

Not Available

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Run CRM Export Process

This privilege would grant a user the ability to schedule CRM object to export to a file

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Run File Import Scheduler

Allows scheduling and monitoring the process that schedules file import activities.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Search Customer Account Site

Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Search Trading Community Location

Allows the search of locations. If assigning, also assign the ability to view the trading community location.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Search Trading Community Organization

Allows the search of organizations. If assigning, also assign the ability to view the trading community organization.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Search Trading Community Resource

Allows the search of resources.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Set Up CRM Objects for Export

This privilege would grant a user the ability to register CRM objects for Export

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Set Up File Import Activity

Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Set Up File Import Object and Mapping

Allows reviewing and registering business objects, such as sales leads and opportunities, intended for import from external files. Also allows creating and maintaining maps of external source file columns to target staging table columns for use in importing those business objects, such as sales leads, customers, contacts, and sales catalogs.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Submit Trading Community Merge Request

Allows the submission of a manual merge request either to the application for immediate processing or to a data steward for processing later.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Consumer

Allows reviewing and updating the consumer information.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Customer Competitor Purchase

Allows update access to pages displaying competitor products the customer has purchased.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Incident

Allow update incident including adding attachment and message attachment

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Sales Account Appointment

Allows updating a sales account appointment

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Sales Account Assessments

Allows updating a sales account assessment

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Sales Account Contact

Allows updating a sales account contact

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Sales Account Interaction

Allows updating a sales account interaction

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Sales Account Note

Allows updating a sales account note

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Sales Account Task

Allows updating a sales account task

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Sales Group

Allows updating a sales group

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Sales Group Members

Allows updating a sales group members

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Sales Organization

Allows updating the sales organization.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Sales Party Appointment

Allows updating the sales party appointments.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Sales Party Assessment

Allows updating the sales party assessments.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Sales Party Contact

Allows updating the sales party contacts.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Sales Party Interaction

Allows updating of sales party interaction data.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Sales Party Note

Allows updating of sales party notes data.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Sales Party Relationship

Allows updating a sales party relationships to other parties.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Sales Party Task

Allows updating of sales party task data.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Update Trading Community Location

Allows the update of the organization location information. If assigning, also assign the ability to view the trading community location.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Upload Trading Community Resource Picture

Allows the upload of resource pictures. If assigning, also assign the ability to view trading community resource details.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Address

Allows viewing the primary or multiple addresses of an account

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View All Customers

Allows viewing of the All Customers tab in customer picker

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View All Parties

Allows viewing of the All Parties tab in customer picker

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View All Sales Accounts

Allows viewing of the All Sales Accounts tab in customer picker

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Assets

Allows view assets

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Customer Account

Allows the viewing of customer account information.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Customer Account Contact

Allows the viewing of customer account contact information.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Customer Account Contact Responsibility

Allows the viewing of customer account contact information.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Customer Account Information

Not Available

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Customer Account Site

Allows the viewing of the customer account site information.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Customer Account Site Use

Allows the viewing of the customer account site use information.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Customer Asset

View assets owned by a customer.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Customer Competitor Purchase

Allows viewing of pages displaying competitor products the customer has purchased, and related data.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Favorite Accounts

Allows viewing of the favorite account tab in customer picker

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Geography Information

Not Available

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Installed Base Assets

Allows viewing the installed Base assets.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Marketing Response

Allows viewing responses to marketing campaigns.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Opportunity

Allows viewing of opportunity pages, including the work area. A work area is the landing page for accessing the frequently used tasks and reports useful for managing relevant opportunities.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Opportunity Revenue

Allows viewing of opportunity revenue information.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Original System Reference

Allows viewing OSR information for a Sales Account

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Product Recommendation

View product recommendations for a customer.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Sales Lead

Allows viewing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Sales Organization Hierarchy

Allows viewing Organization Hierarchy (Account Hierarchy)

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Sales Reference Customer

Allows viewing of pages displaying information about sales reference customers, such as their names and reference status.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Team and Territory Accounts

Allows viewing of the Team and Territory Account tab in customer picker

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Trading Community Location

Allows the invocation of location web services.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Trading Community Resource Address

Allows viewing of resource addresses. If assigning, also assign the ability to view trading community resource details.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Trading Community Resource Collaboration Information

Allows viewing of resource social network information.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Trading Community Resource Contact Information

Allows viewing of resource contact information.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Trading Community Resource Details

Allows viewing of resource basic information, such as name, primary phone, primary address, and primary e-mail.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Trading Community Resource Note

Allows viewing of resource notes. If assigning, also assign the ability to view trading community resource details.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Trading Community Resource Organization Memberships

Allows viewing of sales, marketing, and partner organization information.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Trading Community Resource Overview Information

Allows viewing of an overview for partner, marketing, and sales organization transaction information. If assigning, also assign the ability to view trading community resource details.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Trading Community Resource Profile

Allows viewing of resource profile information. If assigning, also assign the ability to view trading community resource details.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Trading Community Resource Role Assignments

Allows viewing of resource role assignments. If assigning, also assign the ability to view trading community resource details.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Trading Community Resource Sales Representative Information

Allows viewing of salesperson setup information, such as sales credits.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Trading Community Resource Skills

Allows viewing of resource skills information, such as language, competencies, and product expertise. If assigning, also assign the ability to view trading community resource details.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Trading Community Resource Social Network

Allows viewing of a resource's social network.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

View Trading Community Resource Team Memberships

Allows viewing of resource team memberships. If assigning, also assign the ability to view trading community resource details.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Export Assets

Allow exporting assets in Asset List View in Fuse

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Export Customer Account

Not Available

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Export Customer Account Contact

Allows the export of customer account contact information.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Manage Calendar Preferences

Allows creation and maintenance of calendar preferences, such a the default calendar view.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Manage Customers Work Area

Allows navigating to the customers work area.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Manage Original System References

Allows OSR create/update/delete capability

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Run CRM Export Process

This privilege would grant a user the ability to schedule CRM object to export to a file

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Search Customer Account Site

Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Search Trading Community Organization

Allows the search of organizations. If assigning, also assign the ability to view the trading community organization.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Set Up CRM Objects for Export

This privilege would grant a user the ability to register CRM objects for Export

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Update Customer Competitor Purchase

Allows update access to pages displaying competitor products the customer has purchased.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Address

Allows viewing the primary or multiple addresses of an account

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View All Customers

Allows viewing of the All Customers tab in customer picker

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View All Parties

Allows viewing of the All Parties tab in customer picker

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View All Sales Accounts

Allows viewing of the All Sales Accounts tab in customer picker

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Assets

Allows view assets

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Billing Account

Allows viewing of the sales party billing accounts.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Consumer

Allows viewing of consumers.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Customer Account

Allows the viewing of customer account information.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Customer Account Contact

Allows the viewing of customer account contact information.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Customer Account Contact Responsibility

Allows the viewing of customer account contact information.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Customer Account Information

Not Available

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Customer Account Site

Allows the viewing of the customer account site information.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Customer Account Site Use

Allows the viewing of the customer account site use information.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Customer Asset

View assets owned by a customer.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Customer Competitor Purchase

Allows viewing of pages displaying competitor products the customer has purchased, and related data.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Favorite Accounts

Allows viewing of the favorite account tab in customer picker

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Incident

Allow viewing incidents panel in overview and incidents tab

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Installed Base Assets

Allows viewing the installed Base assets.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Marketing Response

Allows viewing responses to marketing campaigns.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View One Source Market Place Information

Allows viewing of the market place information from one source.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Opportunity

Allows viewing of opportunity pages, including the work area. A work area is the landing page for accessing the frequently used tasks and reports useful for managing relevant opportunities.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Opportunity Revenue

Allows viewing of opportunity revenue information.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Original System Reference

Allows viewing OSR information for a Sales Account

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Product Recommendation

View product recommendations for a customer.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Revenue by Organization Hierarchy

Allows viewing of the revenue by organization hierarchy.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Account

Allows viewing of the sales account profile node

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Account Appointment

Allows viewing a sales account appointment

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Account Assessments

Allows viewing a sales account assessment

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Account Contact

Allows viewing a sales account contact

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Account Contact Hierarchy

Allows viewing the organization chart for a sales account

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Account Interaction

Allows viewing a sales account interaction

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Account Note

Allows viewing a sales account note

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Account Snapshot

Allows viewing of the sales account snapshot data.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Account Team

Allows viewing of the sales account team information.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Account task

Allows viewing a sales account task

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Competitor

Allows viewing of pages displaying sales competitor information, such as the competitor profile.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Competitor Opportunities

Allows viewing of sales competitor opportunity information.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Group

Allows viewing a sales group

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Group Members

Allows viewing a sales group members

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Lead

Allows viewing sales leads. A sales lead is a prospect or existing customer who has interest or the potential for interest in a product or service being sold.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Organization

Allows viewing of the sales organization.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Organization Hierarchy

Allows viewing Organization Hierarchy (Account Hierarchy)

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Party

Allows viewing of sales party information.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Party Analytics

Allows viewing of sales party analytics.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Party Appointment

Allows viewing of sales party appointments.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Party Assessment

Allows viewing of sales party assessments.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Party Classifications

Allows viewing of sales party classifications.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Party Contact

Allows viewing of sales party contact information.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Party Contact Hierarchy

Allows viewing of the sales party contact hierarchy.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Party Forums

Allows viewing of the sales party discussion forum.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Party Hierarchy

Allows viewing of the sales party hierarchy.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Party Interaction

Allows viewing of the sales party interaction.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Party Note

Allows viewing of the sales party notes.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Party Relationship

Allows viewing a sales party relationships to other parties.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Party Snapshot

Allows viewing of the sales party snapshot data.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Party Subsidiaries

Allows viewing of the sales party subsidiaries data.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Party Task

Allows viewing of the sales party task data.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Party Team

Allows viewing the sales party team

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Reference Customer

Allows viewing of pages displaying information about sales reference customers, such as their names and reference status.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Sales Reference Customer Opportunities

Allows viewing of sales reference opportunity information.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Siebel Service Requests

Allows viewing of the Siebel service requests data.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

View Team and Territory Accounts

Allows viewing of the Team and Territory Account tab in customer picker

Service Availability Management

Manage the service availability data including reading and writing the availability of a service.

Manage Service Status

Allows management of service availability data.

Service Availability Management

Manage the service availability data including reading and writing the availability of a service.

Use REST Service to Manage Service Status

Allows management of service availability data using REST API.

Service Generative AI Administrator

Administer activities related to Service Gen AI APIs such as configuration of prompts across all areas of Oracle Fusion Service, such as Service Center, Knowledge, and Chat.

Administer Case Summarization APIs

Allows access to the APIs to administer Case summarization feature

Service Generative AI Administrator

Administer activities related to Service Gen AI APIs such as configuration of prompts across all areas of Oracle Fusion Service, such as Service Center, Knowledge, and Chat.

Administer HR Help Desk Request Summarization APIs

Allows access to the APIs to administer HR Help Desk Request summarization feature

Service Generative AI Administrator

Administer activities related to Service Gen AI APIs such as configuration of prompts across all areas of Oracle Fusion Service, such as Service Center, Knowledge, and Chat.

Administer Internal Help Desk Request Summarization APIs

Allows access to the APIs to administer Internal Help Desk Request summarization feature

Service Generative AI Administrator

Administer activities related to Service Gen AI APIs such as configuration of prompts across all areas of Oracle Fusion Service, such as Service Center, Knowledge, and Chat.

Administer SR Summarization APIs

Allows administration of tasks such as payload to be passed on to APIs.

Service Generative AI User

Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model.

Access Case Summarization APIs

Allows access to the APIs to use Case summarization feature

Service Generative AI User

Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model.

Access HR Help Desk Request Summarization APIs

Allows access to the APIs to use HR Help Desk Request summarization feature

Service Generative AI User

Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model.

Access HRHD Automation Agent APIs

Allows access to APIs related to HRHD automation agent

Service Generative AI User

Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model.

Access ISR Automation Agent APIs

Allows access to APIs related to ISR automation agent

Service Generative AI User

Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model.

Access Internal Help Desk Request Summarization APIs

Allows access to the APIs to use Internal Help Desk Request summarization feature

Service Generative AI User

Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model.

Access SR Automation Agent APIs

Allows access to APIs related to SR automation agent

Service Generative AI User

Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model.

Access SR Summarization APIs

Allows access to the APIs to fetch SR summarizations

Service Generative AI User

Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model.

Chat Knowledge Article Summary Extraction Service

Allows for a generative AI-created answer extraction of Knowledge Management articles that can be included in chat messages along with a link to the source document.

Service Generative AI User

Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model.

Chat Transcript Summary Service for Transfers and Conferences

Allows for the creation of a generative AI chat transcript summary that will be passed to agents when receiving chat transfer or conference offers.

Service Generative AI User

Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model.

Generative AI Wrap Up Summary Service

Allows for the creation of a generative AI summary that will be inserted into wrap up notes at the end of an interaction.

Service Profile Administration

Manages all aspects of the Service Profile object, including deleting a service profile.

Create Service Profile

Allows the user to create a new service profile.

Service Profile Administration

Manages all aspects of the Service Profile object, including deleting a service profile.

Delete Service Profile

Allows the user to delete an existing service profile.

Service Profile Administration

Manages all aspects of the Service Profile object, including deleting a service profile.

Edit Service Profile Technician Access Schedule

Allows editing of a technician access schedule on the service profile.

Service Profile Administration

Manages all aspects of the Service Profile object, including deleting a service profile.

Edit Service Profile Technician Preferences

Allows editing of a technician preference.

Service Profile Administration

Manages all aspects of the Service Profile object, including deleting a service profile.

Edit Work Order Technician Access Schedule

Allows editing of a technician access schedule on the work order.

Service Profile Administration

Manages all aspects of the Service Profile object, including deleting a service profile.

Update Service Profile

Allows the user to update an existing service profile.

Service Profile Administration

Manages all aspects of the Service Profile object, including deleting a service profile.

View Service Profile

Allows viewing of service profiles.

Service Profile Administration

Manages all aspects of the Service Profile object, including deleting a service profile.

View Technician Access Schedules

Allows viewing of a technician access schedules.

Service Profile Administration

Manages all aspects of the Service Profile object, including deleting a service profile.

View Technician Preferences

Allows viewing of a technician preference.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Access Co-browse Feature

Allows launching and usage of Co-browse functionality.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Access Feed View

Allows access to view feeds.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Access Mobile CRM

Functional privilege providing access to CRM data using mobile applications

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Access Partner Media Toolbar

Allows access to the partner media toolbar

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Access Routing Service APIs

Allows access to the routing service APIs.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Add Attachment

Allows adding an attachment to a SR or SR Message. This privilege will also allow the user to delete an attachment from the SR.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Administer Conversation Message

Allows administration of conversation message.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Administer SR Summarization APIs

Allows administration of tasks such as payload to be passed on to APIs.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Administer SmartText

Allows the user to administer SmartText.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Approve Service Work Order Override Request

Allows approving a service work order scheduler override request.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Assign Case to Case Worker

Allows user to assign a case to a case worker

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Assign Case to Queue

Allows user to assign a case to queue

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Assign Service Request

Allows manual assigning of service request to a resource

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Assign Service Request to Queue

Allows manual assigning of service request to a service queue.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Cancel Service Work Order

Allows canceling of a service work order.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Compose Customer Message

Allows composing a customer message for a SR

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Compose Internal Note

Allows composing an internal note for a SR

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Compose Internal Note for Case

Allows users to compose an internal note for a case

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Compose Response

Allows composing a Response for a SR

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Configure CX Service Dashboard

Allows the user to create, update and delete custom CX service infolets. The out of the box application defined infolets cannot be edited or deleted.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Create Action Plan

Allows creation of an Action Plan.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Create Activity

Allows creating activities.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Create Article

Not Available

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Create Case

Allows user to create case records

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Create Case Conversation

Allows the user to create a converation on the case object.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Create Customer Assets by Service

Allows creation of customer assets, related configurations and structures.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Create DLM Policies

Allows creation of DLM policies.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Create IoT Registration Request

Allows submitting a request to register a device or asset with the IoT cloud

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Create Knowledge Tasks

Allows users to suggest improvements to knowledge articles.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Create Object Link

Allows the user to create an object link.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Create Service Request

Allows creation of a service request

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Create Service Work Order

Allows creation of a service work order.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Create Tag

Allows the user to create tags.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Delete Activity

Allows deleting activities.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Delete Case

Allows user to delete a case record

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Delete Chat Transcript

Allows user to delete a chat transcript.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Delete DLM Policies

Allows deletion of DLM policies.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Delete Object Link

Allows the user to delete an object link.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Delete Service Request

Allows deleting of service request

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Delete Service Request Attachment

Allows deleting an attachment from an SR or SR message.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Delete Service Work Order

Allows the user to delete a work order.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Download Attachment of an SR or SR Message

Allows downloading an attachment of an SR or SR Message.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Edit Action Plan

Allows edit of an Action Plan.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Edit Case

Allows user to edit case attributes

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Edit DLM Policies

Allows editing of DLM policies.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Edit Service Profile Technician Access Schedule

Allows editing of a technician access schedule on the service profile.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Edit Service Profile Technician Preferences

Allows editing of a technician preference.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Edit Service Request

Allows editing of a service request

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Edit Service Work Order

Allows editing of a service work order.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Edit Work Order Technician Access Schedule

Allows editing of a technician access schedule on the work order.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Edit Workflows

Allows creating, editing and reading of workflow automations.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Forward Service Request

Allows forwarding a SR

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Get Customer Assets by Service

Allows query of customer assets using a service.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Get Service Request Follow Notifications

Allows the user to get notifications when they follow a service request.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Case Activities

Allows user to manage activities for a case such as edit or delete

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Case Attachments

Allows the user to manage attachments for a case such as add or delete.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Case Contacts

Allows user to manage contacts for a case such as add or delete

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Case Conversations

Allows the user to manage conversations for a case such as add or delete.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Case Household

Allows user to manage household for a case such as add or delete

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Case Messages

Allows user to manage messages for a case such as edit or delete

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Case Service Requests

Allows user to manage service requests for a case such as update

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Case Team Members

Allows user to manage team members for a case such as add or delete resources

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Co-browse Access

Enables Availability setting for new Co-browse work.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Content for Sales Cloud Virtual Assistant

Allows the user to create, update and delete content within their Oracle Virtual Assistant instance.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Content for Virtual Assistant

Allows the user to create, update and delete content within their Oracle Virtual Assistant instance.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Content for Virtual Assistant for HCM

Allows the user to create, update and delete content within their Oracle Virtual Assistant instance. Applicable only to CRM.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage DLM Policies

Allows create, edit, delete and execution of DLM policies.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Data Visualization Configuration

Allows creation, modification and deletion of data visualization configurations either through UI pages or through REST service calls. For example, a data visualization could be configured to be displayed as a Bar chart.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Depot Repair Order Details

Allows the user to manage depot repair order details.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Express Report Definitions

Allows creation, modification and deletion of Express Report Definitions

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Express Report Types

Allows creation, modification and deletion of Express Report Types

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Feed Configurations

Allows create, delete and update of feed configurations.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Field Security

Allows the user to administer field security for functional objects.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Inbound Message

Allows create, update, delete and view of inbound messages

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Installed Base Assets

Allows creation and editing of installed Base assets.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Inventory Reservation and Picks

Allows management of inventory reservations and picks.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Notification Preferences

Allows management of notification preferences.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Omnichannel Capacities

Allows defining the maximum number of active objects or interactions assigned to a user.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Omnichannel Presence and Availability

Allows management of the omnichannel availability for new work, presence menu and indicator.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Outbound Message

Allows a user to create, update, delete and view outbound messages.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Part Orders

Allows creating and managing part orders for a work order and service request.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage SR Contacts

Allows adding/removing a contact from a service request.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage SR Team Member

Allows adding/removing a team member to a SR

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Service Queues

Allows management of service queues and queue memberships.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Smart Actions

Allows access to Smart Actions Framework REST operations.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage SmartText

Allows creation, update and delete of a SmartText.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Social Post

Allows create, update, delete and view of social posts

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Survey Requests

Allows the user to create, update, view, and delete survey requests.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Tags

Allows the administrator to manage tags.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Technician Access Schedules

Allows the user to manage technician access schedules.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Technician Preferences

Allows the user to manage technician preferences.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Video Access

Enables availability setting for new video work.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Manage Work Order Debrief and Estimates

Allows the user to manage work order debrief and estimates.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Modify Service UI

Allows modifying service UI.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Override Part Order Pricing

Allows the user to manually override the part order price.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Personalize Analytics Dashboard Display

Allows create, update and delete of custom CX service infolets. Also, allows show/hide and rearrange the display order of the infolets.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Personalize CX Service Dashboard

Allows the user to show/hide and rearrange the display order of the CX service infolets.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Publish SmartText

Allows scope of SmartText to be set to GLOBAL so that all users can view/use it.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Receive Browser Notifications

Allows users to receive browser notifications from the notification framework. If notifications have links to objects, you will need appropriate privilege to view the object.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Reschedule Service Work Order

Allows rescheduling of a service work order.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Run CRM Export Process

This privilege would grant a user the ability to schedule CRM object to export to a file

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Run File Import Scheduler

Allows scheduling and monitoring the process that schedules file import activities.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Run Purge Batch Assignment Information Process

Allows scheduling and monitoring of the process to purge the batch assignment data.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Schedule Service Jobs

Allows scheduling of service related jobs, such as, closing of old service requests

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Set Up CRM Objects for Export

This privilege would grant a user the ability to register CRM objects for Export

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Set Up File Import Activity

Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Set Up File Import Object and Mapping

Allows reviewing and registering business objects, such as sales leads and opportunities, intended for import from external files. Also allows creating and maintaining maps of external source file columns to target staging table columns for use in importing those business objects, such as sales leads, customers, contacts, and sales catalogs.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Setup Action Plan

Allows action plan setup.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Setup Engagement Engine

Allows the user setup and configure engagement engine.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Setup External Collaboration Network Integration

Allows the user to setup external collaboration network integration.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Setup Object Links

Allows the user to setup object links.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Setup Omnichannel

Allows the administration of channel instances and defining presentation and labeling for Availability Groups.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Setup Proxy User Authentication Service

Allows the setup and configuration of the proxy user authentication service.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Setup Self Service Role Mapping

Allows the user to setup the mapping between the self service and the identiy provider roles.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Setup Service

Allows Service application setup

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Setup Service Assignment

Allows Service application assignment setup

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Setup Service Work Order

Allows service work order setup.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Setup Survey Integration Framework Template

Allows the user to setup survey integration framework.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Update Activity

Allows editing activities.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Update Customer Assets by Service

Allows update of customer assets, related configurations and structures.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Update Primary Contact

Allows manual update of Primary Contact field.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Update Service Request Business Unit

Allows updating the business unit on the service request.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Use Live Experience Agent Recording and Playback Features

Allows the use of live experience recording download and playback features.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Use Location Service

Allows use of the location service

Service Request Administrator

Administers all aspects of the Service application, including Setup.

Use SmartText

Allows using SmartText.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Action Plan

Allows viewing of an Action Plan.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Action Plan Process

Allows a user to view the process details in an action plan.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Activity

Allows viewing activities.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Attachment

Allows viewing attachments on a SR or SR Message

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Audit History

Allows to view the audit history of all the business object attributes enabled for auditing.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Case

Allows user to view case records

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Case Attachments

Allows the user to view the attachments for a case.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Case Audit History

Allows the user to view the audit history for a case.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Case Conversations

Allows the user to view the conversations for a case.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Case Team Members

Allows user to view team members for a case

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Chat Transcript

Allows the user to view chat transcripts.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Conversation Message

Allows a user to view a conversation message.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View DLM Policies

Allows viewing of DLM policies.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Express Report Definitions

Allows viewing of Express Report Definitions

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Express Report Types

Allows viewing of Express Report Types

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Installed Base Assets

Allows viewing the installed Base assets.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Installed Base Assets Landing Page

Allows viewing the installed base assets landing page.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Interactions

Allows viewing of interactions history.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Knowledge within Service Request

Allows viewing of knowledge base components within the service request UI.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Named Routes

Allows viewing and grouping all functional navigation flows across channels into a single name

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Navigator Menu

Allows viewing navigator metadata information

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Object Link

Allows the user to view an object link.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Page Peek

Allows the user to view page peek data.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Partner

Allows viewing a list of partners from the partner work area.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Partner Profile

Allows viewing the partner profile.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Resource Capacities

Allows the user to view a resource's capacities.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Self Service Registrations

Allows viewing of self service registration requests.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Self Service Roles

Allows viewing self service roles.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Service Center

Allows viewing of Service Center.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Service Manager Dashboard

Allows viewing of the service manager dashboard. The dashboard contains analytical reports on service objects.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Service Manager Dashboard for FSCM

Allows viewing of the service manager dashboard. The dashboard contains analytical reports on service objects. Applicable only to CRM.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Service Manager Dashboard for HCM

Allows viewing of the service manager dashboard. The dashboard contains analytical reports on service objects. Applicable only to CRM.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Service Profile

Allows viewing of service profiles.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Service Representative Dashboard

Allows viewing of the service representative dashboard. The dashboard contains analytical reports on service objects.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Service Request

Allows viewing of service request(s).

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Service Request Activities

Allows viewing of service request activities tab and its contents.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Service Request Audit History

Allows viewing of service request audit history.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Service Request Team

Allows viewing of service request team tab and its contents.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Service Work Order

Allows viewing of service work order(s).

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Service Work Order Audit History

Allows viewing of service work order audit history.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Smart Actions

Allows read and view access to Smart Actions Framework data.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Subscription Entitlements

Change the subscription user status

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Survey Integration Framework Template

Allows the user to view the survey integration framework template and its details.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Survey Requests

Allows the user to view survey requests.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Technician Access Schedules

Allows viewing of a technician access schedules.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Technician Preferences

Allows viewing of a technician preference.

Service Request Administrator

Administers all aspects of the Service application, including Setup.

View Visitor History

Allows the user to view visitor browser history data.

Service Status Computation

Perform actions required to determine the availability of a service.

Determine Service Status

Allows determining the availability of a service.

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Manage All Application Profile Values

Allows management of all application profile option settings and values at various levels to control application behavior.

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Manage Application Common Lookup

Not Available

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Manage Application Descriptive Flexfield

Allows management of application descriptive flexfields.

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Manage Application Extensible Flexfield

Manage implementation of the Extensible Flexfield feature on a given entity.

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Manage Application Flexfield Value Set

Allows management of value sets to validate the content of a flexfield segment. Value sets provide declarative validation for use in applications flexfield attributes and key segments.

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Manage Application Profile Category

Manage application profile option categories

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Manage Application Profile Option

Manage Application Profile Options: Manage the level the value can be changed

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Manage Application Set-Enabled Lookup

Manage sub-type entities stored in the Application Set-Enabled Lookup entity. Lookup Types are lists of values such as Days of the Week or Yes/No which can be used to validate column values.

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Manage Application Standard Lookup

Manage sub-type entities stored in the Application Standard Lookup Values entity. Lookup Types are lists of values such as "Days of the Week" or "Yes/No" which can be used to validate columns values.

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Manage Sales Party Appointments

Allows reviewing and defining profile options for appointments. Additionally allows reviewing and defining lookup values that provide appointment choices, such as appointment category. Appointments can be created and separated into customer center specific categories.

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Manage Sales Party Assessments

Allows creation and maintenance of assessment templates. Assessment templates are collections of questions and answers that can be weighted and scored to evaluate the sales account.

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Manage Sales Party Interactions

Allows defining additional fields, descriptive flexfields, to enter and track information that is not otherwise captured. Descriptive flexfields can be validated and dependent on other values entered in other areas of the page. Additionally allows reviewing and defining of lookup values for interaction channel types, such as e-mail and phone call, and interaction outcomes. Interactions record inbound and outbound communications with customers.

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Manage Sales Party Notes

Allows defining additional fields to enter and track information that is not otherwise captured. These descriptive flexfields can be validated and dependent on other values entered in other areas of the page. Allows reviewing and defining note types, such as address change. Additionally allows creating and maintaining mapping of note type values for customer center. When mapped, note type values are limited to Customer Center. When none is specified, note type values mapped to the object Note are used.

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Manage Sales Party Tasks

Allows reviewing and defining the task template duty role required to create and manage customer center templates. Specify the owner or assignee if not provided by the application. Also allows reviewing and defining lookup values for task categories such as, needed, or, to do.

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Run CRM Export Process

This privilege would grant a user the ability to schedule CRM object to export to a file

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Run Sales Party Batch Assignment

Allows scheduling and monitoring of the process to automatically evaluate and assign the territory candidate objects to the eligible sales accounts.

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Set Up CRM Objects for Export

This privilege would grant a user the ability to register CRM objects for Export

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Set Up Customer Center

Allows reviewing and configuring account, contact and household settings, including lookup values and profile options.

Setup Customer Center

Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks.

Set Up Sales Party Assignment

Allows set up of sales party attributes that can be used for its assignment.

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Add Adhoc Bill Lines

Allows adding adhoc bill lines

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Adjust Allowances, Estimates, and Commitments

Adjust quantity or amount for an allowance, estimate, or commitment for a period.

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Amend Subscription

Amend a subscription

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Cancel Subscription

Cancel a subscription

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Change Subscription User Status

Change the subscription user status

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Close Subscription

Close a subscription

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Create Credit Memo

Allows creation of credit memo from subscription management

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Create Subscription

Create a subscription

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Delete Subscription

Delete a subscription

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Edit Subscription

Edit a subscription

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Hold Subscription

Apply and remove hold on a subscription

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Import Maintenance Programs

Allows import of maintenance programs.

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Ad-hoc True-ups

Mange Ad-hoc True-up values for an estimate period

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Balance Register

Manage balance register operations

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Customer Assets

Allows creation and update of customer assets, related configurations and structures.

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Meter Reading History

Allows the management of meter reading history.

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Meters

Allow the creation and update of meters.

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Subscription Processes

Manage subscription scheduled processes

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Subscription Usage Event Dashboard

Manages the subscription usage event dashboard.

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Subscription Work Area

Manage subscription work area

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Manage Subscription Workload

Manage subscription workload

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Preview Receivables Invoice

Print Preview a Receivables invoice.

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Preview Subscription

Preview the subscription information

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Process Order Management Updates for Subscriptions

Process order management updates for subscriptions

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Process Subscription Installed Base Updates

Process install base updates of a subscription

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Record Meter Readings

Allows the recording of meter readings.

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Renew Subscription

Renew a subscription

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Search Subscriptions

Search subscriptions

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Suspend Subscription

Suspend and resume a subscription

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

Update Prices

Updates the subscription product prices by adding charge adjustments

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

View Adaptive Search Workspace

Allows users to view and access workspace powered by adaptive search

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

View Receivables Credit Memo

View a Receivables credit memo.

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

View Receivables Invoice

View a Receivables invoice.

Subscription Amendment

Amends approved subscriptions. This includes initiating an amendment, reverting the subscription to the previous signed version, updating all allowable attributes, and submitting the amendment for approval.

View Subscription

View a subscription

Subscription Authoring

Authors subscriptions

Add Adhoc Bill Lines

Allows adding adhoc bill lines

Subscription Authoring

Authors subscriptions

Adjust Allowances, Estimates, and Commitments

Adjust quantity or amount for an allowance, estimate, or commitment for a period.

Subscription Authoring

Authors subscriptions

Cancel Subscription

Cancel a subscription

Subscription Authoring

Authors subscriptions

Change Subscription User Status

Change the subscription user status

Subscription Authoring

Authors subscriptions

Close Subscription

Close a subscription

Subscription Authoring

Authors subscriptions

Create Credit Memo

Allows creation of credit memo from subscription management

Subscription Authoring

Authors subscriptions

Create Subscription

Create a subscription

Subscription Authoring

Authors subscriptions

Delete Receivables Transaction

Allows deletion of receivables invoice, debit memo and credit memo.

Subscription Authoring

Authors subscriptions

Delete Subscription

Delete a subscription

Subscription Authoring

Authors subscriptions

Edit Subscription

Edit a subscription

Subscription Authoring

Authors subscriptions

Hold Subscription

Apply and remove hold on a subscription

Subscription Authoring

Authors subscriptions

Import Maintenance Programs

Allows import of maintenance programs.

Subscription Authoring

Authors subscriptions

Manage Ad-hoc True-ups

Mange Ad-hoc True-up values for an estimate period

Subscription Authoring

Authors subscriptions

Manage Balance Register

Manage balance register operations

Subscription Authoring

Authors subscriptions

Manage Customer Assets

Allows creation and update of customer assets, related configurations and structures.

Subscription Authoring

Authors subscriptions

Manage Meter Reading History

Allows the management of meter reading history.

Subscription Authoring

Authors subscriptions

Manage Meters

Allow the creation and update of meters.

Subscription Authoring

Authors subscriptions

Manage Receivables Credit Memo

Manage a Receivables credit memo transaction, including its update and deletion.

Subscription Authoring

Authors subscriptions

Manage Receivables Invoice

Manage a Receivables invoice, debit memo, or chargeback transaction, including its update and deletion.

Subscription Authoring

Authors subscriptions

Manage Receivables Transactions

Search, review and update Receivables transactions.

Subscription Authoring

Authors subscriptions

Manage Sales Audit Policies

Allows administrators to manage audit policies for Sales related objects.

Subscription Authoring

Authors subscriptions

Manage Subscription Processes

Manage subscription scheduled processes

Subscription Authoring

Authors subscriptions

Manage Subscription Usage Event Dashboard

Manages the subscription usage event dashboard.

Subscription Authoring

Authors subscriptions

Manage Subscription Work Area

Manage subscription work area

Subscription Authoring

Authors subscriptions

Manage Subscription Workload

Manage subscription workload

Subscription Authoring

Authors subscriptions

Preview Receivables Invoice

Print Preview a Receivables invoice.

Subscription Authoring

Authors subscriptions

Preview Subscription

Preview the subscription information

Subscription Authoring

Authors subscriptions

Process Order Management Updates for Subscriptions

Process order management updates for subscriptions

Subscription Authoring

Authors subscriptions

Process Subscription Installed Base Updates

Process install base updates of a subscription

Subscription Authoring

Authors subscriptions

Record Meter Readings

Allows the recording of meter readings.

Subscription Authoring

Authors subscriptions

Renew Subscription

Renew a subscription

Subscription Authoring

Authors subscriptions

Search Subscriptions

Search subscriptions

Subscription Authoring

Authors subscriptions

Suspend Subscription

Suspend and resume a subscription

Subscription Authoring

Authors subscriptions

Update Prices

Updates the subscription product prices by adding charge adjustments

Subscription Authoring

Authors subscriptions

View Adaptive Search Workspace

Allows users to view and access workspace powered by adaptive search

Subscription Authoring

Authors subscriptions

View Receivables Credit Memo

View a Receivables credit memo.

Subscription Authoring

Authors subscriptions

View Receivables Invoice

View a Receivables invoice.

Subscription Authoring

Authors subscriptions

View Sales Audit History

Allows to view audit history of Sales related objects.

Subscription Authoring

Authors subscriptions

View Subscription

View a subscription

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

Export Customer Account

Not Available

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

Export Customer Account Contact

Allows the export of customer account contact information.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

Export Customer Account Relationship

Allows the export of customer account contact relationship information.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

Manage Subscription Work Area

Manage subscription work area

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

Preview Receivables Invoice

Print Preview a Receivables invoice.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

Search Customer Account Relationships

Allows the search of customer account relationships. If assigning, also assign the ability to view the customer account relationship.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

Search Customer Account Site

Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

Search Subscriptions

Search subscriptions

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

Search Trading Community Organization

Allows the search of organizations. If assigning, also assign the ability to view the trading community organization.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

View Adaptive Search Workspace

Allows users to view and access workspace powered by adaptive search

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

View Customer Account

Allows the viewing of customer account information.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

View Customer Account Contact

Allows the viewing of customer account contact information.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

View Customer Account Contact Responsibility

Allows the viewing of customer account contact information.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

View Customer Account Information

Not Available

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

View Customer Account Relationship

Allows the viewing of customer account relationship information.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

View Customer Account Relationships

Allows the viewing of customer account relationship information.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

View Customer Account Site

Allows the viewing of the customer account site information.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

View Customer Account Site Use

Allows the viewing of the customer account site use information.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

View Customer Assets

Allows query and view of customer assets, related configurations and structures.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

View Meter Reading History

Allow the query and view of meter reading history.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

View Meters

Allow the query and view of meters.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

View Receivables Credit Memo

View a Receivables credit memo.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

View Receivables Invoice

View a Receivables invoice.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

View Subscription

View a subscription

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

View Subscription Approval Details

View the subscription approval notification details.

Subscription Sales View

Searches and views subscriptions for the assigned business units. This duty role is specifically applicable for sales job roles.

View Subscription Entitlements

Change the subscription user status

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

Export Customer Account

Not Available

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

Export Customer Account Contact

Allows the export of customer account contact information.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

Export Customer Account Relationship

Allows the export of customer account contact relationship information.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

Manage Subscription Work Area

Manage subscription work area

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

Preview Receivables Invoice

Print Preview a Receivables invoice.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

Preview Subscription

Preview the subscription information

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

Search Customer Account Relationships

Allows the search of customer account relationships. If assigning, also assign the ability to view the customer account relationship.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

Search Customer Account Site

Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

Search Subscriptions

Search subscriptions

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

Search Trading Community Organization

Allows the search of organizations. If assigning, also assign the ability to view the trading community organization.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

View Adaptive Search Workspace

Allows users to view and access workspace powered by adaptive search

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

View Customer Account

Allows the viewing of customer account information.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

View Customer Account Contact

Allows the viewing of customer account contact information.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

View Customer Account Contact Responsibility

Allows the viewing of customer account contact information.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

View Customer Account Information

Not Available

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

View Customer Account Relationship

Allows the viewing of customer account relationship information.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

View Customer Account Relationships

Allows the viewing of customer account relationship information.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

View Customer Account Site

Allows the viewing of the customer account site information.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

View Customer Account Site Use

Allows the viewing of the customer account site use information.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

View Customer Assets

Allows query and view of customer assets, related configurations and structures.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

View Meter Reading History

Allow the query and view of meter reading history.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

View Meters

Allow the query and view of meters.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

View Receivables Credit Memo

View a Receivables credit memo.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

View Receivables Invoice

View a Receivables invoice.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

View Subscription

View a subscription

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

View Subscription Approval Details

View the subscription approval notification details.

Subscription Search and View Access

Searches and views subscriptions for the assigned business units.

View Subscription Entitlements

Change the subscription user status

Subscription Setup

Handles the setup required for subscriptions.

Manage Consolidation Grouping Rules

Manage consolidation grouping rules

Subscription Setup

Handles the setup required for subscriptions.

Manage Matrix Classes

Allows creation, update, deletion, copy, and viewing of all matrix classes and child entities.

Subscription Setup

Handles the setup required for subscriptions.

Manage Pricing Algorithms

Allows creation, update, deletion, copy, and viewing of all algorithms and child entities.

Subscription Setup

Handles the setup required for subscriptions.

Manage Service Mappings

Allows creation, update, deletion, copy, and viewing of all service mappings and child entities.

Subscription Setup

Handles the setup required for subscriptions.

Manage Subscription Setup

Manage subscription setup

Subscription Setup

Handles the setup required for subscriptions.

Run CRM Export Process

This privilege would grant a user the ability to schedule CRM object to export to a file

Subscription Setup

Handles the setup required for subscriptions.

Run File Import Scheduler

Allows scheduling and monitoring the process that schedules file import activities.

Subscription Setup

Handles the setup required for subscriptions.

Set Up CRM Objects for Export

This privilege would grant a user the ability to register CRM objects for Export

Subscription Setup

Handles the setup required for subscriptions.

Set Up File Import Activity

Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables.

Territory Management Enterprise Administration

Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration.

Administer Sandbox

Allows administration of all sandboxes.

Territory Management Enterprise Administration

Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration.

Configure Territory Management UI

Grants access to use Page Composer to configure task flows in Territory Management, where available.

Territory Management Enterprise Administration

Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration.

Manage Sales Territory Inheritance

Allows managing of the relationship of a territory to inherit dimension definitions from a source territory.

Territory Management Enterprise Administration

Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration.

Manage Sales Territory Proposal

Allows managing of sales territory proposals, for example proposal name, description, and activation date.

Territory Management Enterprise Administration

Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration.

Manage Territories Work Area

This work area is the landing page for accessing the frequently used tasks and reports useful for managing sales territories.

Territory Management Enterprise Administration

Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration.

View Administration Link

Privilege to view administration link in UI shell

Territory Management Enterprise Administration

Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration.

View Sales Territory Proposal

Allows viewing of sales territory proposals, for example proposal name, description, and activation date.

Territory Management Export Import

Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import.

Export Sales Territory

Allows initiating the process of exporting territory definitions for offline review and editing.

Territory Management Export Import

Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import.

Import Sales Territory

Allows initiating the process of importing territory definitions that have been edited offline.

Territory Management Export Import

Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import.

Run CRM Export Process

This privilege would grant a user the ability to schedule CRM object to export to a file

Territory Management Export Import

Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import.

Run File Import Scheduler

Allows scheduling and monitoring the process that schedules file import activities.

Territory Management Export Import

Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import.

Run Import Territory Definitions Job

Allows importing of territories and related standard objects.

Territory Management Export Import

Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import.

Run Import Territory Extended Definitions Job

Allows importing of top level territory custom objects.

Territory Management Export Import

Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import.

Set Up CRM Objects for Export

This privilege would grant a user the ability to register CRM objects for Export

Territory Management Export Import

Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import.

Set Up File Import Activity

Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables.

Territory Management Export Import

Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import.

View Sales Territory Export Status

Allows viewing the status of territory export processes.

Territory Management Export Import

Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import.

View Sales Territory Import Status

Allows viewing the status of territory import processes.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Export Import Territory Geography

Not Available

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Manage Product Eligibility Rules

Allows management of eligibility rules for products.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Manage Product Groups

Allows management of product groups and their attributes, lookups, mapping, profile options, templates and usages.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Manage Sales Territory

Allows managing of sales territories. A Territory is the jurisdiction of responsibility of a sales representative over a set of sales accounts.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Manage Sales Territory Account Exclusions

Allows excluding individual accounts from the territory definition, on exception basis.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Manage Sales Territory Account Inclusions

Allows including individual accounts into the territory definition, on exception basis.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Manage Sales Territory Customer Size

Allows managing of values used in the customer size territory dimension.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Manage Sales Territory Proposal

Allows managing of sales territory proposals, for example proposal name, description, and activation date.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Manage Sales Territory Setup

Allows defining and managing of sales territory lookups, profile options, flexfields, and dimension data.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Manage Trading Community Classification Category

Allows the specification of classification categories used to classify or group organizations and persons in your business community. The classification model lets you record complex, real-life categories in which entities can be grouped, such as industry classification.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Manage Trading Community Classification Category Group

Allows the specification of groups of classification categories, such as industry groups. Use classification groups to categorize similar classification categories.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Manage Trading Community Classification Lookups

Not Available

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Manage Trading Community Zones

Allows managing of geographical boundaries for a specific zone use such as Tax or Shipping based on master reference geography hierarchy data.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Run CRM Export Process

This privilege would grant a user the ability to schedule CRM object to export to a file

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Run Territory Clear Stage Job

Allows deleting of the stage environment with all its dimension members.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Run Territory Dimension Synchronization Job

Allows scheduling and monitoring of the process of refreshing dimension members and promoting members to production.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Run Territory Inheritance Recipient Update Job

Allows scheduling and monitoring of the process of updating the inherited dimensionality of recipient territories.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Run Territory Partition Deletion Job

Allows deleting of the trash partition.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Run Territory Proposal Activation Job

Allows scheduling and monitoring of the process of activating sales territory proposals.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Run Territory Restore Job

Allows initiating the process of restoring territory definitions.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Run Territory Stage Activation Job

Allows initiating the process of promoting members to production and activating the error correction proposal.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Run Territory Stage Synchronization Job

Allows initiating the process of refreshing dimension members in the stage environment.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Run Territory Validation Job

Allows initiating the territory validation process.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Run Trading Community Classification Hierarchy Generation

Allows the running of the process that generates the classification hierarchy.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

Set Up CRM Objects for Export

This privilege would grant a user the ability to register CRM objects for Export

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

View Sales Territory

Allows viewing of sales territories. A Territory is the jurisdiction of responsibility of a sales representative over a set of sales accounts.

Territory Management Setup

Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup.

View Sales Territory Proposal

Allows viewing of sales territory proposals, for example proposal name, description, and activation date.

Territory Management T2P Migration

Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production.

Migrate Sales Territory - Export

Allows initiating the process of exporting territory definitions for the purpose of migration from one environment to another.

Territory Management T2P Migration

Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production.

Migrate Sales Territory - Import

Allows initiating the process of importing territory definitions being migrated from one environment to another.

Territory Management T2P Migration

Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production.

Run CRM Export Process

This privilege would grant a user the ability to schedule CRM object to export to a file

Territory Management T2P Migration

Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production.

Run File Import Scheduler

Allows scheduling and monitoring the process that schedules file import activities.

Territory Management T2P Migration

Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production.

Run Import Territory Definitions Job

Allows importing of territories and related standard objects.

Territory Management T2P Migration

Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production.

Run Import Territory Extended Definitions Job

Allows importing of top level territory custom objects.

Territory Management T2P Migration

Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production.

Set Up CRM Objects for Export

This privilege would grant a user the ability to register CRM objects for Export

Territory Management T2P Migration

Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production.

Set Up File Import Activity

Allows creating and maintaining import activities that contain process criteria, file mapping, and schedule to import external files containing business objects, such as customers and contacts, into staging tables.

Territory Management T2P Migration

Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production.

View Sales Territory Export Status

Allows viewing the status of territory export processes.

Territory Management T2P Migration

Manages sales territory export and import. Provides users with the ability to export territory data from a test environment and import into production.

View Sales Territory Import Status

Allows viewing the status of territory import processes.

Trading Community Data Quality Administration

Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations.

Manage Enterprise Data Quality Cleansing Configurations

Allows management of cleansing configurations associated with Oracle Enterprise Data Quality integration.

Trading Community Data Quality Administration

Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations.

Manage Enterprise Data Quality Key Generation

Allows management of key generation associated with Oracle Enterprise Data Quality matching.

Trading Community Data Quality Administration

Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations.

Manage Enterprise Data Quality Matching Configurations

Allows management of matching configurations associated with Oracle Enterprise Data Quality integration.

Trading Community Data Quality Administration

Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations.

Manage Trading Community Data Quality Cleansing Setup

Allows reviewing and updating of configurations for real-time and batch address cleansing.

Trading Community Data Quality Administration

Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations.

Manage Trading Community Data Quality Lookups

Allows reviewing and defining of the lookup values that provide choices for data matching and address cleansing, such as entities supported for matching and cleansing, cleansing modes, and match options.

Trading Community Data Quality Administration

Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations.

Manage Trading Community Data Quality Matching Setup

Allows the reviewing and updating of matching configurations for both real-time and batch usages.

Trading Community Data Quality Administration

Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations.

Manage Trading Community Data Quality Server Setup

Allows configuration of the data quality server to be used for both matching and cleansing data quality functions.

Trading Community Data Quality Administration

Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations.

Manage Trading Community Data Quality Synchronization

Allows the review and update of data synchronization configuration, to synchronize trading community registry data with the data quality engine repository. Allows to view the latest synchronization results, evaluate errors, and reset for continued processing after resolving error conditions.

Trading Community Data Quality Administration

Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations.

Run Trading Community Data Quality Data Synchronization Process

Allows scheduling and monitoring of the process to synchronize trading community registry data with the data quality engine repository.

Trading Community Data Quality Administration

Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations.

Run Trading Community Data Quality Data Synchronization Sub-Process

Allows monitoring of the data quality synchronization sub-process that synchronizes trading community registry data with the data quality engine repository for a specific identity table. If assigning, also assign the ability to schedule and monitor the trading community data quality data synchronization process.

Trading Community Import Batch Management

Manages trading community data import batches.

Enter Trading Community Import Batch Information

Allows the creation of a trading community data import batch by entering batch definition parameters through user interface. If assigning, also assign the ability to view the trading community import batch information.

Trading Community Import Batch Management

Manages trading community data import batches.

Enter Trading Community Import Batch Process Information

Allows the specification of trading community import batch process information, such as the import process mode, the batch and registry deduplication parameters, address cleansing parameters, and acceptable error limit.

Trading Community Import Batch Management

Manages trading community data import batches.

Purge Trading Community Import Batch

Not Available

Trading Community Import Batch Management

Manages trading community data import batches.

Run Trading Community Import Batch Error Report

Not Available

Trading Community Import Batch Management

Manages trading community data import batches.

Run Trading Community Import Batch Process

Not Available

Trading Community Import Batch Management

Manages trading community data import batches.

View Trading Community Import Batch Details and Statistics

Not Available

Trading Community Import Batch Management

Manages trading community data import batches.

View Trading Community Import Batch Errors and Details

Not Available

Trading Community Import Batch Management

Manages trading community data import batches.

View Trading Community Import Batch Information

Not Available

Trading Community Import Process Management

Manages trading community data import batch processes.

Enter Trading Community Import Batch Information

Allows the creation of a trading community data import batch by entering batch definition parameters through user interface. If assigning, also assign the ability to view the trading community import batch information.

Trading Community Import Process Management

Manages trading community data import batch processes.

Enter Trading Community Import Batch Process Information

Allows the specification of trading community import batch process information, such as the import process mode, the batch and registry deduplication parameters, address cleansing parameters, and acceptable error limit.

Trading Community Import Process Management

Manages trading community data import batch processes.

Modify Trading Community Import Batch Process Information

Allows editing of trading community import batch process information, such as the import process mode, the batch deduplication and registry deduplication parameters, and the address cleansing error limit, especially to perform the What-if Analysis to get the most acceptable import results.

Trading Community Import Process Management

Manages trading community data import batch processes.

Purge Trading Community Import Batch

Not Available

Trading Community Import Process Management

Manages trading community data import batch processes.

Run Trading Community Import Batch Error Report

Not Available

Trading Community Import Process Management

Manages trading community data import batch processes.

Run Trading Community Import Batch Process

Not Available

Trading Community Import Process Management

Manages trading community data import batch processes.

View Trading Community Import Batch Details and Statistics

Not Available

Trading Community Import Process Management

Manages trading community data import batch processes.

View Trading Community Import Batch Errors and Details

Not Available

Trading Community Import Process Management

Manages trading community data import batch processes.

View Trading Community Import Batch Information

Not Available

Workforce Profile Administration

Performs administrative duties for workforce talent profiles.

Manage Talent Education Establishment

Allows management of talent educational establishments.

Workforce Profile Administration

Performs administrative duties for workforce talent profiles.

Manage Talent Profile Content Item

Allows management of talent profile content items.

Workforce Profile Administration

Performs administrative duties for workforce talent profiles.

Manage Talent Profile Content Type

Allows management of talent profile content types.

Workforce Profile Administration

Performs administrative duties for workforce talent profiles.

Manage Talent Profile Instance Qualifier

Allows management of talent profile instance qualifiers.

Workforce Profile Administration

Performs administrative duties for workforce talent profiles.

Manage Talent Profile Rating Model

Allows management of talent profile rating models.

Workforce Profile Administration

Performs administrative duties for workforce talent profiles.

Manage Talent Profile Sources

Allows management of talent profile subscribers.

Workforce Profile Administration

Performs administrative duties for workforce talent profiles.

Manage Talent Profile Type

Allows management of talent profile types.

Workforce Profile Administration

Performs administrative duties for workforce talent profiles.

Manage Talent Profile Upgrade Mapping

Allows a user to map section attributes to upgrade to the template architecture.

Data Security Policies

This table lists data security policies and their enforcement across analytics application for the Sales Administrator job role.

Business Object Policy Description Policy Store Implementation

Activity

A Sales Administrator can delete activity a member of an access group associated to the activity with delete access

Role: Access Groups Enablement

Privilege: Delete Activity (Data)

Resource: Activity

Activity

A Sales Administrator can update activity a member of an access group associated to the activity with update access

Role: Access Groups Enablement

Privilege: Update Activity (Data)

Resource: Activity

Activity

A Sales Administrator can view activity a member of an access group associated to the activity

Role: Access Groups Enablement

Privilege: View Activity (Data)

Resource: Activity

Activity

A Sales Administrator can view activity for all activities in the enterprise

Role: Contract Search and View Access

Privilege: View Activity (Data)

Resource: Activity

Activity Contact Export Object

A Sales Administrator can view activity contact export object for all activity export objects in the enterprise

Role: Sales Administrator

Privilege: View Activity Contact Export Object (Data)

Resource: Activity Contact Export Object

Activity Export Object

A Sales Administrator can view activity export object for all activity export objects in the enterprise

Role: Sales Administrator

Privilege: View Activity Export Object (Data)

Resource: Activity Export Object

Activity File Import Activity

A Sales Administrator can view activity file import activity for all activity file import activities in all resource organizations for which they are authorized

Role: Sales Administrator

Privilege: View Activity File Import Activity Object (Data)

Resource: Activity File Import Activity

Activity File Import Mapping

A Sales Administrator can view activity file import mapping for all activity file import mappings in all resource organizations for which they are authorized

Role: Sales Administrator

Privilege: View Activity File Import Mapping Object (Data)

Resource: Activity File Import Mapping

Activity File Import Object

A Sales Administrator can view activity file import object for all activity file import objects in all resource organizations for which they are authorized

Role: Sales Administrator

Privilege: View Activity File Import Object (Data)

Resource: Activity File Import Object

Activity Resource Export Object

A Sales Administrator can view activity resource export object for all activity export objects in the enterprise

Role: Sales Administrator

Privilege: View Activity Resource Export Object (Data)

Resource: Activity Resource Export Object

Application Attachment

A Sales Administrator can read application attachment for the purchase document categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing

Role: Contract Search and View Access

Privilege: Read Application Attachment

Resource: Application Attachment

Application Attachment

A Sales Administrator can read application attachment for the purchase document categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing

Role: Contract View Access Across All Contracts

Privilege: Read Application Attachment

Resource: Application Attachment

Application Attachment

A Sales Administrator can view application attachment for the purchase document categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing

Role: Sales Administrator

Privilege: Read Application Attachment

Resource: Application Attachment

Application Attachment Category

A Sales Administrator can delete application attachment category for all customer message attachments

Role: Sales Administrator

Privilege: Delete Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Sales Administrator can delete application attachment category for all miscelleneous category attachments data

Role: Sales Administrator

Privilege: Delete Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Sales Administrator can delete application attachment for all miscelleneous category attachments data

Role: Sales Lead Processing

Privilege: Delete Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Sales Administrator can delete application attachment for all service categories that are visible to internal users

Role: Service Request Administrator

Privilege: Delete Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Sales Administrator can read application attachment for all miscelleneous category attachments data

Role: Sales Lead Processing

Privilege: Read Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Sales Administrator can read application attachment for all service categories that are visible to internal users

Role: Service Request Administrator

Privilege: Read Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Sales Administrator can update application attachment category for all customer message attachments

Role: Sales Administrator

Privilege: Update Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Sales Administrator can update application attachment category for all miscelleneous category attachments data

Role: Sales Administrator

Privilege: Update Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Sales Administrator can update application attachment for all miscelleneous category attachments data

Role: Sales Lead Processing

Privilege: Update Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Sales Administrator can update application attachment for all service categories that are visible to internal users

Role: Service Request Administrator

Privilege: Update Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Sales Administrator can view application attachment category for all customer message attachments

Role: Sales Administrator

Privilege: Read Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Sales Administrator can view application attachment category for all miscelleneous category attachments data

Role: Sales Administrator

Privilege: Read Application Attachment

Resource: Application Attachment Category

Application Descriptive Flexfield

A Sales Administrator can manage application descriptive flexfield for all hcm applications data

Role: Sales Administrator

Privilege: Manage Application Descriptive Flexfield (Data)

Resource: Application Descriptive Flexfield

Application Document Sequence Category

A Sales Administrator can manage application document sequence category for all applications common applications data

Role: Contract Setup

Privilege: Manage Application Document Sequence Category (Data)

Resource: Application Document Sequence Category

Application Flexfield Value Set

A Sales Administrator can manage application flexfield value set for all hcm applications data

Role: Sales Administrator

Privilege: Manage Application Flexfield Value Set (Data)

Resource: Application Flexfield Value Set

Application Lookup Type

A Sales Administrator can delete application lookup type for all hcm applications data

Role: Sales Administrator

Privilege: Delete Application Lookup Types (Data)

Resource: Application Lookup Type

Application Lookup Type

A Sales Administrator can update application lookup type for all hcm applications data

Role: Sales Administrator

Privilege: Update Application Lookup Types (Data)

Resource: Application Lookup Type

Application Objects

A Sales Administrator can manage application objects for all application common objects

Role: Sales Administrator

Privilege: Manage Application Objects (Data)

Resource: Application Objects

Application Profile Value

A Sales Administrator can delete application profile value for all hcm applications data

Role: Sales Administrator

Privilege: Delete Application Profile Value (Data)

Resource: Application Profile Value

Application Profile Value

A Sales Administrator can update application profile value for all hcm applications data

Role: Sales Administrator

Privilege: Update Application Profile Value (Data)

Resource: Application Profile Value

Application Reference Territory

A Sales Administrator can choose application reference territory for all application reference territories in the enterprise

Role: Employee Resource Administration

Privilege: Choose Application Reference Territory (Data)

Resource: Application Reference Territory

Asset Export Object

A Sales Administrator can view asset export object for all asset export objects in the enterprise

Role: Sales Party Management

Privilege: View Asset Export Object (Data)

Resource: Asset Export Object

Asset Export Object

A Sales Administrator can view asset export object for all asset export objects in the enterprise

Role: Sales Party Review

Privilege: View Asset Export Object (Data)

Resource: Asset Export Object

Assignment Grade

A Sales Administrator can choose assignment grade for grades in their grade security profile

Role: Sales Administrator

Privilege: Choose Assignment Grade (Data)

Resource: Assignment Grade

Business Unit

A Sales Administrator can choose business unit for business units in their organization security profile

Role: Sales Administrator

Privilege: Choose Business Unit Organization (Data)

Resource: Business Unit

Business Unit

A Sales Administrator can choose business unit organization for business units in their organization security profile

Role: Resource Administration

Privilege: Choose Business Unit Organization (Data)

Resource: Business Unit

CRM Asset

A Sales Administrator can delete asset a member of an access group associated to the asset with delete access

Role: Access Groups Enablement

Privilege: Delete Asset (Data)

Resource: CRM Asset

CRM Asset

A Sales Administrator can update asset a member of an access group associated to the asset with update access

Role: Access Groups Enablement

Privilege: Update Asset (Data)

Resource: CRM Asset

CRM Asset

A Sales Administrator can view asset a member of an access group associated to the asset

Role: Access Groups Enablement

Privilege: View Asset (Data)

Resource: CRM Asset

Case Messages

A Sales Administrator can manage case message for all case messages.

Role: Service Request Administrator

Privilege: Manage Case Message (Data)

Resource: Case Messages

Case Resources

A Sales Administrator can manage case resource for all case resources.

Role: Service Request Administrator

Privilege: Manage Case Resource (Data)

Resource: Case Resources

Cases

A Sales Administrator can delete case header a member of an access group associated to the case with delete access

Role: Access Groups Enablement

Privilege: Delete Case Header (Data)

Resource: Cases

Cases

A Sales Administrator can manage case header for all cases

Role: Service Request Administrator

Privilege: Manage Case Header (Data)

Resource: Cases

Cases

A Sales Administrator can update case header a member of an access group associated to the case with update access

Role: Access Groups Enablement

Privilege: Update Case Header (Data)

Resource: Cases

Cases

A Sales Administrator can view case header a member of an access group associated to the case

Role: Access Groups Enablement

Privilege: View Case Header (Data)

Resource: Cases

Classification Code File Import Activity

A Sales Administrator can view classification code file import activity object type for all classification code file import activities of object type 'classification code'

Role: Trading Community Import Batch Management

Privilege: View Classification Code File Import Activity Object Type (Data)

Resource: Classification Code File Import Activity

Classification Code File Import Mapping

A Sales Administrator can view classification code file import mapping object type for all classification code file import mappings of object type 'classification code'

Role: Trading Community Import Batch Management

Privilege: View Classification Code File Import Mapping Object Type (Data)

Resource: Classification Code File Import Mapping

Classification Code File Import Object

A Sales Administrator can view classification code file import object type for all classification code file import objects of object type 'classification code'

Role: Trading Community Import Batch Management

Privilege: View Classification Code File Import Object Type (Data)

Resource: Classification Code File Import Object

Consumer File Import Activity

A Sales Administrator can view consumer file import activity object type for all consumer file import activities of object type 'consumer'

Role: Trading Community Import Batch Management

Privilege: View Consumer File Import Activity Object Type (Data)

Resource: Consumer File Import Activity

Consumer File Import Mapping

A Sales Administrator can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer'

Role: Trading Community Import Batch Management

Privilege: View Consumer File Import Mapping Object Type (Data)

Resource: Consumer File Import Mapping

Consumer File Import Object

A Sales Administrator can view consumer file import object type for all consumer file import objects of object type 'consumer'

Role: Trading Community Import Batch Management

Privilege: View Consumer File Import Object Type (Data)

Resource: Consumer File Import Object

Contact Center Agent Connector Parameters File Import Activity

A Sales Administrator can view contact center agent connector parameters file import activity for all file import activities of type contact center agent connector parameters in the enterprise

Role: Sales Administrator

Privilege: View Contact Center Agent Connector Parameters File Import Activity Object Type (Data)

Resource: Contact Center Agent Connector Parameters File Import Activity

Contact Center Agent Connector Parameters File Import Mapping

A Sales Administrator can view contact center agent connector parameters file import mapping for all file import mappings of type contact center agent connector parameters in the enterprise

Role: Sales Administrator

Privilege: View Contact Center Agent Connector Parameters File Import Mapping Object Type (Data)

Resource: Contact Center Agent Connector Parameters File Import Mapping

Contact Center Agent Connector Parameters File Import Object

A Sales Administrator can view contact center agent connector parameters file import object for all file import objects of type contact center agent connector parameters in the enterprise

Role: Sales Administrator

Privilege: View Contact Center Agent Connector Parameters File Import Object Type (Data)

Resource: Contact Center Agent Connector Parameters File Import Object

Contact Center Agent File Import Activity

A Sales Administrator can view contact center agent file import activity for all file import activities of type contact center agent in the enterprise

Role: Sales Administrator

Privilege: View Contact Center Agent File Import Activity Object Type (Data)

Resource: Contact Center Agent File Import Activity

Contact Center Agent File Import Mapping

A Sales Administrator can view contact center agent file import mapping for all file import mappings of type contact center agent in the enterprise

Role: Sales Administrator

Privilege: View Contact Center Agent File Import Mapping Object Type (Data)

Resource: Contact Center Agent File Import Mapping

Contact Center Agent File Import Object

A Sales Administrator can view contact center agent file import object for all file import objects of type contact center agent in the enterprise

Role: Sales Administrator

Privilege: View Contact Center Agent File Import Object Type (Data)

Resource: Contact Center Agent File Import Object

Contact File Import Activity

A Sales Administrator can view contact file import activity object type for all contact file import activities of object type 'contact'

Role: Trading Community Import Batch Management

Privilege: View Contact File Import Activity Object Type (Data)

Resource: Contact File Import Activity

Contact File Import Mapping

A Sales Administrator can view contact file import mapping object type for all contact file import mappings of object type 'contact'

Role: Trading Community Import Batch Management

Privilege: View Contact File Import Mapping Object Type (Data)

Resource: Contact File Import Mapping

Contact File Import Object

A Sales Administrator can view contact file import object type for all contact file import objects of object type 'contact'

Role: Trading Community Import Batch Management

Privilege: View Contact File Import Object Type (Data)

Resource: Contact File Import Object

Contract

A Sales Administrator can manage contract for the business units for which they are authorized

Role: Contract Amendment

Privilege: Manage Contract (Data)

Resource: Contract

Contract

A Sales Administrator can manage contract for the business units for which they are authorized

Role: Contract Authoring

Privilege: Manage Contract (Data)

Resource: Contract

Contract

A Sales Administrator can view contract for all business units

Role: Contract View Access Across All Contracts

Privilege: View Contract (Data)

Resource: Contract

Contract

A Sales Administrator can view contract for all business units

Role: Sales Administrator

Privilege: View Contract (Data)

Resource: Contract

Contract

A Sales Administrator can view contract for the business units for which they are authorized

Role: Contract Search and View Access

Privilege: View Contract (Data)

Resource: Contract

Contract Expert Rule

A Sales Administrator can view contract terms library for all the business units

Role: Contract Terms and Conditions Override Controls

Privilege: View Contract Terms Library (Data)

Resource: Contract Expert Rule

Contract Expert Rule

A Sales Administrator can view contract terms library for all the business units

Role: Nonstandard Contract Terms and Conditions Authoring

Privilege: View Contract Terms Library (Data)

Resource: Contract Expert Rule

Contract Library Clause

A Sales Administrator can manage contract terms library for all non standard clauses irrespective of business unit

Role: Contract Terms and Conditions Override Controls

Privilege: Manage Contract Terms Library (Data)

Resource: Contract Library Clause

Contract Library Clause

A Sales Administrator can manage contract terms library for all non standard clauses irrespective of business unit

Role: Nonstandard Contract Terms and Conditions Authoring

Privilege: Manage Contract Terms Library (Data)

Resource: Contract Library Clause

Contract Library Clause

A Sales Administrator can view contract terms library for all business units

Role: Contract Terms and Conditions Override Controls

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause

Contract Library Clause

A Sales Administrator can view contract terms library for all business units

Role: Nonstandard Contract Terms and Conditions Authoring

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause

Contract Library Clause Folder

A Sales Administrator can view contract terms library for all the business units

Role: Contract Terms and Conditions Override Controls

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause Folder

Contract Library Clause Folder

A Sales Administrator can view contract terms library for all the business units

Role: Nonstandard Contract Terms and Conditions Authoring

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause Folder

Contract Note

A Sales Administrator can manage contract note for notes that are not private or private notes where they are the author.

Role: Contract Amendment

Privilege: Manage Contract Note (Data)

Resource: Contract Note

Contract Note

A Sales Administrator can manage contract note for notes that are not private or private notes where they are the author.

Role: Contract Authoring

Privilege: Manage Contract Note (Data)

Resource: Contract Note

Contract Note

A Sales Administrator can view contract note for notes that are not private or private notes where they are the author.

Role: Contract View Access Across All Contracts

Privilege: View Contract Note (Data)

Resource: Contract Note

Conversation

A Sales Administrator can delete conversation a member of an access group associated to the conversation with delete access

Role: Access Groups Enablement

Privilege: Delete Conversation (Data)

Resource: Conversation

Conversation

A Sales Administrator can manage conversation for all crm conversations

Role: Sales Administrator

Privilege: Manage Conversation (Data)

Resource: Conversation

Conversation

A Sales Administrator can update conversation a member of an access group associated to the conversation with update access

Role: Access Groups Enablement

Privilege: Update Conversation (Data)

Resource: Conversation

Conversation

A Sales Administrator can view conversation a member of an access group associated to the conversation

Role: Access Groups Enablement

Privilege: View Conversation (Data)

Resource: Conversation

Conversation Message

A Sales Administrator can delete conversation message a member of an access group associated to the conversation message with delete access

Role: Access Groups Enablement

Privilege: Delete Conversation Message (Data)

Resource: Conversation Message

Conversation Message

A Sales Administrator can manage conversation message for all crm conversation messages

Role: Sales Administrator

Privilege: Manage Conversation Message (Data)

Resource: Conversation Message

Conversation Message

A Sales Administrator can update conversation message a member of an access group associated to the conversation message with update access

Role: Access Groups Enablement

Privilege: Update Conversation Message (Data)

Resource: Conversation Message

Conversation Message

A Sales Administrator can view conversation message a member of an access group associated to the conversation message

Role: Access Groups Enablement

Privilege: View Conversation Message (Data)

Resource: Conversation Message

Customer File Import Activity

A Sales Administrator can view customer file import activity object type for all customer file import activities of object type 'customer'

Role: Trading Community Import Batch Management

Privilege: View Customer File Import Activity Object Type (Data)

Resource: Customer File Import Activity

Customer File Import Mapping

A Sales Administrator can view customer file import mapping object type for all customer file import mappings of object type 'customer'

Role: Trading Community Import Batch Management

Privilege: View Customer File Import Mapping Object Type (Data)

Resource: Customer File Import Mapping

Customer File Import Object

A Sales Administrator can view customer file import object type for all customer file import objects of object type 'customer'

Role: Trading Community Import Batch Management

Privilege: View Customer File Import Object Type (Data)

Resource: Customer File Import Object

Deal Registration Export Object

A Sales Administrator can view deal registration export object all deal registration export objects in the enterprise

Role: Sales Administrator

Privilege: View Deal Registration Export Object (Data)

Resource: Deal Registration Export Object

Deal Registration File Import Activity

A Sales Administrator can view deal registration file import activity for all file import activities of type deal registration in the enterprise

Role: Sales Administrator

Privilege: View Deal Registration File Import Activity Object Type (Data)

Resource: Deal Registration File Import Activity

Deal Registration File Import Mapping

A Sales Administrator can view deal registration file import mapping for all file import mappings of type deal registration in the enterprise

Role: Sales Administrator

Privilege: View Deal Registration File Import Mapping Object Type (Data)

Resource: Deal Registration File Import Mapping

Deal Registration File Import Object

A Sales Administrator can view deal registration file import object for all file import objects of type deal registration in the enterprise

Role: Sales Administrator

Privilege: View Deal Registration File Import Object Type (Data)

Resource: Deal Registration File Import Object

Deal Registration Product

A Sales Administrator can manage deal registration product a member of an access group associated to the deal registration with update access

Role: Access Groups Enablement

Privilege: Manage Deal Registration Product (Data)

Resource: Deal Registration Product

Deal Registration Product

A Sales Administrator can view deal registration product a member of an access group associated to the deal registration

Role: Access Groups Enablement

Privilege: View Deal Registration Product (Data)

Resource: Deal Registration Product

Deal Registration Summary

A Sales Administrator can update deal registration approval details a member of an access group associated to the deal registration with update or full access and deal is in pending approval status

Role: Access Groups Enablement

Privilege: Update Deal Registration Approval Details (Data)

Resource: Deal Registration Summary

Deal Registration Summary

A Sales Administrator can update deal registration deal details a member of an access group associated to the deal registration with full access

Role: Access Groups Enablement

Privilege: Update Deal Registration Deal Details (Data)

Resource: Deal Registration Summary

Deal Registration Summary

A Sales Administrator can update deal registration deal details a member of an access group associated to the deal registration with update access and deal is in draft, returned or withdrawn status

Role: Access Groups Enablement

Privilege: Update Deal Registration Deal Details (Data)

Resource: Deal Registration Summary

Deal Registration Summary

A Sales Administrator can update deal registration opportunity details a member of an access group associated to the deal registration with full access

Role: Access Groups Enablement

Privilege: Update Deal Registration Opportunity Details (Data)

Resource: Deal Registration Summary

Deal Registration Summary

A Sales Administrator can update deal registration opportunity details a member of an access group associated to the deal registration with update access and deal is in pending approval or approved status

Role: Access Groups Enablement

Privilege: Update Deal Registration Opportunity Details (Data)

Resource: Deal Registration Summary

Deal Registration Summary

A Sales Administrator can update deal registration partner details a member of an access group associated to the deal registration with update access and deal is in draft, returned or withdrawn status and the deal is created by an internal user

Role: Access Groups Enablement

Privilege: Update Deal Registration Partner Details (Data)

Resource: Deal Registration Summary

Deal Registration Summary

A Sales Administrator can view deal registration a member of an access group associated to the deal registration

Role: Access Groups Enablement

Privilege: View Deal Registration (Data)

Resource: Deal Registration Summary

Deal Registration Team

A Sales Administrator can manage deal registration team a member of an access group associated to the deal registration with update access

Role: Access Groups Enablement

Privilege: Manage Deal Registration Team (Data)

Resource: Deal Registration Team

Deal Registration Team

A Sales Administrator can view deal registration team a member of an access group associated to the deal registration

Role: Access Groups Enablement

Privilege: View Deal Registration Team (Data)

Resource: Deal Registration Team

Default Coverage File Export Object

A Sales Administrator can manage default coverage export for all the default coverage objects

Role: Contract Setup

Privilege: Manage Default Coverage Export (Data)

Resource: Default Coverage File Export Object

Default Coverage File Import Object

A Sales Administrator can manage default coverage import for all the default coverage objects

Role: Contract Setup

Privilege: Manage Default Coverage Import (Data)

Resource: Default Coverage File Import Object

Department

A Sales Administrator can choose department for all departments in the enterprise

Role: Employee Resource Administration

Privilege: Choose Department (Data)

Resource: Department

Department

A Sales Administrator can choose department for departments in their organization security profile

Role: Resource Organization Administration

Privilege: Choose Department (Data)

Resource: Department

Department

A Sales Administrator can choose department for departments in their organization security profile

Role: Sales Administrator

Privilege: Choose Department (Data)

Resource: Department

Employee Resource File Import Activity

A Sales Administrator can view employee resource file import activity for all employee resource file import activities of object type 'employee resource'

Role: Sales Administrator

Privilege: View Employee Resource File Import Activity Object Type (Data)

Resource: Employee Resource File Import Activity

Employee Resource File Import Activity

A Sales Administrator can view employee resource file import activity object type for all employee resource file import activities of object type 'employee resource'

Role: Resource Administration

Privilege: View Employee Resource File Import Activity Object Type (Data)

Resource: Employee Resource File Import Activity

Employee Resource File Import Mapping

A Sales Administrator can view employee resource file import mapping for all employee resource file import mappings of object type 'employee resource'

Role: Sales Administrator

Privilege: View Employee Resource File Import Mapping Object Type (Data)

Resource: Employee Resource File Import Mapping

Employee Resource File Import Mapping

A Sales Administrator can view employee resource file import mapping object type for all employee resource file import mappings of object type 'employee resource'

Role: Resource Administration

Privilege: View Employee Resource File Import Mapping Object Type (Data)

Resource: Employee Resource File Import Mapping

Employee Resource File Import Object

A Sales Administrator can view employee resource file import object for all employee resource file import objects of object type 'employee resource'

Role: Sales Administrator

Privilege: View Employee Resource File Import Object Type (Data)

Resource: Employee Resource File Import Object

Employee Resource File Import Object

A Sales Administrator can view employee resource file import object type for all employee resource file import objects of object type 'employee resource'

Role: Resource Administration

Privilege: View Employee Resource File Import Object Type (Data)

Resource: Employee Resource File Import Object

Express Report Definitions

A Sales Administrator can delete express report access the express reports for table zca_srt_report_def as a member of an access group associated to express reporting with delete access

Role: Access Groups Enablement

Privilege: Delete Express Report (Data)

Resource: Express Report Definitions

Express Report Definitions

A Sales Administrator can update express report access the express reports for table zca_srt_report_def as a member of an access group associated to express reporting with update access

Role: Access Groups Enablement

Privilege: Update Express Report (Data)

Resource: Express Report Definitions

Express Report Definitions

A Sales Administrator can view express report access the express reports for table zca_srt_report_def as a member of an access group associated to express reporting

Role: Access Groups Enablement

Privilege: View Express Report (Data)

Resource: Express Report Definitions

Field Service Work Order

A Sales Administrator can delete field service work order a member of an access group associated to the field service work order with delete access

Role: Access Groups Enablement

Privilege: Delete Field Service Work Order (Data)

Resource: Field Service Work Order

Field Service Work Order

A Sales Administrator can manage field service work order for all field service work orders

Role: Service Request Administrator

Privilege: Manage Field Service Work Order (Data)

Resource: Field Service Work Order

Field Service Work Order

A Sales Administrator can update field service work order a member of an access group associated to the field service work order with update access

Role: Access Groups Enablement

Privilege: Update Field Service Work Order (Data)

Resource: Field Service Work Order

Field Service Work Order

A Sales Administrator can view field service work order a member of an access group associated to the field service work order

Role: Access Groups Enablement

Privilege: View Field Service Work Order (Data)

Resource: Field Service Work Order

File Export Batch

A Sales Administrator can view file export batch for all export batches

Role: Sales Administrator

Privilege: View File Export Batch (Data)

Resource: File Export Batch

File Export Batch

A Sales Administrator can view file export batch for all export batches

Role: Sales Party Management

Privilege: View File Export Batch (Data)

Resource: File Export Batch

File Export Batch

A Sales Administrator can view file export batch for all export batches

Role: Sales Party Review

Privilege: View File Export Batch (Data)

Resource: File Export Batch

File Export Batch

A Sales Administrator can view file export batch for all export batches

Role: Service Request Administrator

Privilege: View File Export Batch (Data)

Resource: File Export Batch

File Export Object

A Sales Administrator can manage file export object for all export unit test objects

Role: Sales Administrator

Privilege: Manage Export Unit Test (Data)

Resource: File Export Object

File Export Object

A Sales Administrator can view file export object for all mdf budget countries export objects in the enterprise

Role: Sales Administrator

Privilege: View MDF Budget Countries Export Object (Data)

Resource: File Export Object

File Export Object

A Sales Administrator can view file export object for all mdf budget team export objects in the enterprise

Role: Sales Administrator

Privilege: View MDF Budget Team Export Object (Data)

Resource: File Export Object

File Export Object

A Sales Administrator can view file export object for all mdf claim export objects in the enterprise

Role: Sales Administrator

Privilege: View MDF Claim Export Object (Data)

Resource: File Export Object

File Export Object

A Sales Administrator can view file export object for all mdf claim settlements export objects in the enterprise

Role: Sales Administrator

Privilege: View MDF Claim Settlement Export Object (Data)

Resource: File Export Object

File Export Object

A Sales Administrator can view file export object for all mdf claim team export objects in the enterprise

Role: Sales Administrator

Privilege: View MDF Claim Team Export Object (Data)

Resource: File Export Object

File Export Object

A Sales Administrator can view file export object for all mdf request export objects in the enterprise

Role: Sales Administrator

Privilege: View MDF Request Export Object (Data)

Resource: File Export Object

File Export Object

A Sales Administrator can view file export object for all mdf request team export objects in the enterprise

Role: Sales Administrator

Privilege: View MDF Request Team Export Object (Data)

Resource: File Export Object

File Import Activity

A Sales Administrator can manage default coverage import activity object for all the default coverage import activity objects

Role: Contract Setup

Privilege: Manage Default Coverage Import Activity Object (Data)

Resource: File Import Activity

File Import Activity

A Sales Administrator can view file import activity for all standard file import activities that are accessible for sales administrator.

Role: Sales Administrator

Privilege: View Standard File Import Activity Object Type

Resource: File Import Activity

File Import Activity

A Sales Administrator can view file import activity for all web activity file import activities in the enterprise

Role: Sales Administrator

Privilege: View Web Activity File Import Activity Object Type (Data)

Resource: File Import Activity

File Import Activity

A Sales Administrator can view standard file import activity object type for all standard file import activities that are accessible for conversation message administration

Role: Conversation Message Administration

Privilege: View Standard File Import Activity Object Type

Resource: File Import Activity

File Import Activity

A Sales Administrator can view standard file import activity object type for all standard file import activities that are accessible for opportunity administration duty

Role: Opportunity Administration

Privilege: View Standard File Import Activity Object Type

Resource: File Import Activity

File Import Activity

A Sales Administrator can view standard file import activity object type for all standard file import activities that are accessible for sales lead processing duty

Role: Sales Lead Processing

Privilege: View Standard File Import Activity Object Type

Resource: File Import Activity

File Import Activity

A Sales Administrator can view standard file import activity object type for all standard file import activities that are accessible for service profile administration.

Role: Service Profile Administration

Privilege: View Standard File Import Activity Object Type

Resource: File Import Activity

File Import Activity

A Sales Administrator can view standard file import activity object type for all standard file import activities that are accessible for service request administrator

Role: Service Request Administrator

Privilege: View Standard File Import Activity Object Type

Resource: File Import Activity

File Import Activity

A Sales Administrator can view standard file import activity object type for all standard file import activities that are accessible for trading community batch import management duty

Role: Trading Community Import Batch Management

Privilege: View Standard File Import Activity Object Type

Resource: File Import Activity

File Import Activity

A Sales Administrator can view standard file import mapping object type for all standard file import activities that are accessible for service request administrator

Role: Service Request Administrator

Privilege: View Standard File Import Mapping Object Type

Resource: File Import Activity

File Import Mapping

A Sales Administrator can manage default coverage import mapping object for all the default coverage import mapping objects

Role: Contract Setup

Privilege: Manage Default Coverage Import Mapping Object (Data)

Resource: File Import Mapping

File Import Mapping

A Sales Administrator can view file import mapping for all standard file import maps that are accessible for sales administrator.

Role: Sales Administrator

Privilege: View Standard File Import Mapping Object Type

Resource: File Import Mapping

File Import Mapping

A Sales Administrator can view file import mapping for all web activity file import mappings in the enterprise

Role: Sales Administrator

Privilege: View Web Activity File Import Mapping Object Type (Data)

Resource: File Import Mapping

File Import Mapping

A Sales Administrator can view standard file import mapping object type for all standard file import maps that are accessible for conversation message administration

Role: Conversation Message Administration

Privilege: View Standard File Import Mapping Object Type

Resource: File Import Mapping

File Import Mapping

A Sales Administrator can view standard file import mapping object type for all standard file import maps that are accessible for opportunity administration duty

Role: Opportunity Administration

Privilege: View Standard File Import Mapping Object Type

Resource: File Import Mapping

File Import Mapping

A Sales Administrator can view standard file import mapping object type for all standard file import maps that are accessible for sales lead processing duty

Role: Sales Lead Processing

Privilege: View Standard File Import Mapping Object Type

Resource: File Import Mapping

File Import Mapping

A Sales Administrator can view standard file import mapping object type for all standard file import maps that are accessible for service profile administration.

Role: Service Profile Administration

Privilege: View Standard File Import Mapping Object Type

Resource: File Import Mapping

File Import Mapping

A Sales Administrator can view standard file import mapping object type for all standard file import maps that are accessible for service request administrator

Role: Service Request Administrator

Privilege: View Standard File Import Mapping Object Type

Resource: File Import Mapping

File Import Mapping

A Sales Administrator can view standard file import mapping object type for all standard file import maps that are accessible for trading community batch import management duty

Role: Trading Community Import Batch Management

Privilege: View Standard File Import Mapping Object Type

Resource: File Import Mapping

File Import Object

A Sales Administrator can view file import object for all web activity file import objects in the enterprise

Role: Sales Administrator

Privilege: View Web Activity File Import Object Type (Data)

Resource: File Import Object

Group Customer File Import Activity

A Sales Administrator can view group customer file import activity object type for all group customer file import activities of object type 'group customer'

Role: Trading Community Import Batch Management

Privilege: View Group Customer File Import Activity Object Type (Data)

Resource: Group Customer File Import Activity

Group Customer File Import Mapping

A Sales Administrator can view group customer file import mapping object type for all group customer file import mappings of object type 'group customer'

Role: Trading Community Import Batch Management

Privilege: View Group Customer File Import Mapping Object Type (Data)

Resource: Group Customer File Import Mapping

Group Customer File Import Object

A Sales Administrator can view group customer file import object type for all group customer file import objects of object type 'group customer'

Role: Trading Community Import Batch Management

Privilege: View Group Customer File Import Object Type (Data)

Resource: Group Customer File Import Object

HR Job

A Sales Administrator can choose hr job for all hr jobs in the enterprise

Role: Employee Resource Administration

Privilege: Choose HR Job (Data)

Resource: HR Job

HR Job

A Sales Administrator can choose hr job for all jobs in the enterprise

Role: Resource Administration

Privilege: Choose HR Job (Data)

Resource: HR Job

HR Job

A Sales Administrator can choose hr job for all jobs in the enterprise

Role: Sales Administrator

Privilege: Choose HR Job (Data)

Resource: HR Job

Hierarchy File Import Activity

A Sales Administrator can view hierarchy file import activity object type for all hierarchy file import activities of object type 'hierarchy'

Role: Trading Community Import Batch Management

Privilege: View Hierarchy File Import Activity Object Type (Data)

Resource: Hierarchy File Import Activity

Hierarchy File Import Activity

A Sales Administrator can view standard file import activity object type for all standard file import activities that are accessible for trading community import batch management duty

Role: Trading Community Import Batch Management

Privilege: View Standard File Import Activity Object Type

Resource: Hierarchy File Import Activity

Hierarchy File Import Mapping

A Sales Administrator can view hierarchy file import mapping object type for all hierarchy file import mappings of object type 'hierarchy'

Role: Trading Community Import Batch Management

Privilege: View Hierarchy File Import Mapping Object Type (Data)

Resource: Hierarchy File Import Mapping

Hierarchy File Import Mapping

A Sales Administrator can view standard file import mapping object type for all standard file import maps that are accessible for trading community import batch management duty

Role: Trading Community Import Batch Management

Privilege: View Standard File Import Mapping Object Type

Resource: Hierarchy File Import Mapping

Hierarchy File Import Object

A Sales Administrator can view hierarchy file import object type for all hierarchy file import objects of object type 'hierarchy'

Role: Trading Community Import Batch Management

Privilege: View Hierarchy File Import Object Type (Data)

Resource: Hierarchy File Import Object

Hierarchy Node File Import Activity

A Sales Administrator can view hierarchy node file import activity object type for all hierarchy node file import activities of object type 'hierarchy node'

Role: Trading Community Import Batch Management

Privilege: View Hierarchy Node File Import Activity Object Type (Data)

Resource: Hierarchy Node File Import Activity

Hierarchy Node File Import Activity

A Sales Administrator can view standard file import activity object type for all standard file import activities that are accessible for trading community import batch management duty

Role: Trading Community Import Batch Management

Privilege: View Standard File Import Activity Object Type

Resource: Hierarchy Node File Import Activity

Hierarchy Node File Import Mapping

A Sales Administrator can view hierarchy node file import mapping object type for all hierarchy node file import mappings of object type 'hierarchy node'

Role: Trading Community Import Batch Management

Privilege: View Hierarchy Node File Import Mapping Object Type (Data)

Resource: Hierarchy Node File Import Mapping

Hierarchy Node File Import Mapping

A Sales Administrator can view standard file import mapping object type for all standard file import maps that are accessible for trading community import batch management duty

Role: Trading Community Import Batch Management

Privilege: View Standard File Import Mapping Object Type

Resource: Hierarchy Node File Import Mapping

Hierarchy Node File Import Object

A Sales Administrator can view hierarchy node file import object type for all hierarchy node file import objects of object type 'hierarchy node'

Role: Trading Community Import Batch Management

Privilege: View Hierarchy Node File Import Object Type (Data)

Resource: Hierarchy Node File Import Object

Inbound Message Detail

A Sales Administrator can manage inbound message for all inbound messages sent to a customer relationship management channel

Role: Service Request Administrator

Privilege: Manage Inbound Message (Data)

Resource: Inbound Message Detail

Incentive Compensation Goal

A Sales Administrator can manage incentive compensation goal for the business units for which they are authorized

Role: Sales Administrator

Privilege: Manage Incentive Compensation Goal (Data)

Resource: Business Unit

Installed Base Asset

A Sales Administrator can manage installed base asset for all installed base assets

Role: Sales Administrator

Privilege: Manage Installed Base Asset (Data)

Resource: Installed Base Asset

Inventory Reservation

A Sales Administrator can manage inventory reservation for the inventory organizations in which they can operate

Role: Service Request Administrator

Privilege: Manage Inventory Reservation (Data)

Resource: Inventory Organization Parameter

Legal Employer

A Sales Administrator can choose legal employer for all legal employers in the enterprise

Role: Employee Resource Administration

Privilege: Choose Legal Employer (Data)

Resource: Legal Employer

Legal Employer

A Sales Administrator can choose legal employer for legal employers in their organization security profile

Role: Resource Administration

Privilege: Choose Legal Employer (Data)

Resource: Legal Employer

Legal Employer

A Sales Administrator can choose legal employer for legal employers in their organization security profile

Role: Sales Administrator

Privilege: Choose Legal Employer (Data)

Resource: Legal Employer

Legal Entity File Import Activity

A Sales Administrator can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity'

Role: Trading Community Import Batch Management

Privilege: View Legal Entity File Import Activity Object Type (Data)

Resource: Legal Entity File Import Activity

Legal Entity File Import Mapping

A Sales Administrator can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity'

Role: Trading Community Import Batch Management

Privilege: View Legal Entity File Import Mapping Object Type (Data)

Resource: Legal Entity File Import Mapping

Legal Entity File Import Object

A Sales Administrator can view legal entity file import object type for all legal entity file import objects of object type 'legal entity'

Role: Trading Community Import Batch Management

Privilege: View Legal Entity File Import Object Type (Data)

Resource: Legal Entity File Import Object

Location

A Sales Administrator can choose location for all locations in the enterprise

Role: Employee Resource Administration

Privilege: Choose Location (Data)

Resource: Location

Location

A Sales Administrator can choose location for locations in their location security profile

Role: Sales Administrator

Privilege: Choose Location (Data)

Resource: Location

Location

A Sales Administrator can manage location for all locations in the enterprise

Role: Service Request Administrator

Privilege: Manage Location (Data)

Resource: Location

Location

A Sales Administrator can manage location for all reference data sets in the enterprise

Role: Service Request Administrator

Privilege: Manage Location (Data)

Resource: Location

MDF Budget

A Sales Administrator can delete marketing budget a member of an access group associated to the mdf budget with delete access and budget status is draft

Role: Access Groups Enablement

Privilege: Delete Marketing Budget (Data)

Resource: MDF Budget

MDF Budget

A Sales Administrator can update marketing budget a member of an access group associated to the mdf budget with update access

Role: Access Groups Enablement

Privilege: Update Marketing Budget (Data)

Resource: MDF Budget

MDF Budget

A Sales Administrator can view marketing budget a member of an access group associated to the mdf budget

Role: Access Groups Enablement

Privilege: View Marketing Budget (Data)

Resource: MDF Budget

MDF Budget File Import Activity

A Sales Administrator can view mdf budget file import activity for all mdf budget file import activities in the enterprise

Role: Sales Administrator

Privilege: View MDF Budget file import activity Object Type (Data)

Resource: MDF Budget File Import Activity

MDF Budget File Import Mapping

A Sales Administrator can view mdf budget file import mapping for all mdf budget file import mappings in the enterprise

Role: Sales Administrator

Privilege: View MDF Budget file import mapping Object Type (Data)

Resource: MDF Budget File Import Mapping

MDF Budget File Import Object

A Sales Administrator can view mdf budget file import object for all mdf budget file import objects in the enterprise

Role: Sales Administrator

Privilege: View MDF Budget file import Object Type (Data)

Resource: MDF Budget File Import Object

MDF Budget Team

A Sales Administrator can delete marketing budget team a member of an access group associated to the mdf budget with delete access

Role: Access Groups Enablement

Privilege: Delete Marketing Budget Team (Data)

Resource: MDF Budget Team

MDF Budget Team

A Sales Administrator can update marketing budget team a member of an access group associated to the mdf budget with update access

Role: Access Groups Enablement

Privilege: Update Marketing Budget Team (Data)

Resource: MDF Budget Team

MDF Budget Team

A Sales Administrator can view marketing budget team a member of an access group associated to the mdf budget

Role: Access Groups Enablement

Privilege: View Marketing Budget Team (Data)

Resource: MDF Budget Team

MDF Claim

A Sales Administrator can delete marketing claim a member of an access group associated to the mdf claim with delete or full access and the claim status is draft

Role: Access Groups Enablement

Privilege: Delete Marketing Claim (Data)

Resource: MDF Claim

MDF Claim

A Sales Administrator can update marketing claim approval details a member of an access group associated to the mdf claim with update or full access and the claim status is pending approval

Role: Access Groups Enablement

Privilege: Update Marketing Claim Approval Details (Data)

Resource: MDF Claim

MDF Claim

A Sales Administrator can update marketing claim details a member of an access group associated to the mdf claim with update or full access and the claim status is draft, returned, failed or withdrawn

Role: Access Groups Enablement

Privilege: Update Marketing Claim Details (Data)

Resource: MDF Claim

MDF Claim

A Sales Administrator can update marketing claim partner details a member of an access group associated to the mdf claim with update or full access and the claim status is draft, returned, failed or withdrawn

Role: Access Groups Enablement

Privilege: Update Marketing Claim Partner Details (Data)

Resource: MDF Claim

MDF Claim

A Sales Administrator can view marketing claim a member of an access group associated to the mdf claim

Role: Access Groups Enablement

Privilege: View Marketing Claim (Data)

Resource: MDF Claim

MDF Claim File Import Activity

A Sales Administrator can view mdf claim file import activity for all mdf claim file import activities in the enterprise

Role: Sales Administrator

Privilege: View MDF Claim file import activity Object Type (Data)

Resource: MDF Claim File Import Activity

MDF Claim File Import Mapping

A Sales Administrator can view mdf claim file import mapping for all mdf claim file import mappings in the enterprise

Role: Sales Administrator

Privilege: View MDF Claim file import mapping Object Type (Data)

Resource: MDF Claim File Import Mapping

MDF Claim File Import Object

A Sales Administrator can view mdf claim file import object for all mdf claim file import objects in the enterprise

Role: Sales Administrator

Privilege: View MDF Claim file import Object Type (Data)

Resource: MDF Claim File Import Object

MDF Claim Settlement

A Sales Administrator can delete marketing claim settlement a member of an access group associated to the mdf claim with delete access

Role: Access Groups Enablement

Privilege: Delete Marketing Claim Settlement (Data)

Resource: MDF Claim Settlement

MDF Claim Settlement

A Sales Administrator can update marketing claim settlement a member of an access group associated to the mdf claim with update access

Role: Access Groups Enablement

Privilege: Update Marketing Claim Settlement (Data)

Resource: MDF Claim Settlement

MDF Claim Settlement

A Sales Administrator can update marketing claim settlement details a member of an access group associated to the mdf claim with update access

Role: Access Groups Enablement

Privilege: Update Marketing Claim Settlement Details (Data)

Resource: MDF Claim Settlement

MDF Claim Settlement

A Sales Administrator can view marketing claim settlement a member of an access group associated to the mdf claim

Role: Access Groups Enablement

Privilege: View Marketing Claim Settlement (Data)

Resource: MDF Claim Settlement

MDF Claim Team

A Sales Administrator can delete marketing claim team a member of an access group associated to the mdf claim with delete access

Role: Access Groups Enablement

Privilege: Delete Marketing Claim Team (Data)

Resource: MDF Claim Team

MDF Claim Team

A Sales Administrator can update marketing claim team a member of an access group associated to the mdf claim with update access

Role: Access Groups Enablement

Privilege: Update Marketing Claim Team (Data)

Resource: MDF Claim Team

MDF Claim Team

A Sales Administrator can view marketing claim team a member of an access group associated to the mdf claim

Role: Access Groups Enablement

Privilege: View Marketing Claim Team (Data)

Resource: MDF Claim Team

MDF Request

A Sales Administrator can delete marketing fund request a member of an access group associated to the mdf request with delete access and the request status is draft

Role: Access Groups Enablement

Privilege: Delete Marketing Fund Request (Data)

Resource: MDF Request

MDF Request

A Sales Administrator can update marketing fund request approval details a member of an access group associated to the mdf request with update or full access and the request status is pending approval

Role: Access Groups Enablement

Privilege: Update Marketing Fund Request Approval Details (Data)

Resource: MDF Request

MDF Request

A Sales Administrator can update marketing fund request details a member of an access group associated to the mdf request with update or full access and the request status is draft, returned, failed or withdrawn

Role: Access Groups Enablement

Privilege: Update Marketing Fund Request Details (Data)

Resource: MDF Request

MDF Request

A Sales Administrator can update marketing fund request partner details a member of an access group associated to the mdf request with update or full access and request is in draft, returned, failed or withdrawn status and the request is created by an internal user

Role: Access Groups Enablement

Privilege: Update Marketing Fund Request Partner Details (Data)

Resource: MDF Request

MDF Request

A Sales Administrator can view marketing fund request a member of an access group associated to the mdf request

Role: Access Groups Enablement

Privilege: View Marketing Fund Request (Data)

Resource: MDF Request

MDF Request File Import Activity

A Sales Administrator can view mdf request file import activity for all mdf request file import activities in the enterprise

Role: Sales Administrator

Privilege: View MDF Request file import activity Object Type (Data)

Resource: MDF Request File Import Activity

MDF Request File Import Mapping

A Sales Administrator can view mdf request file import mapping for all mdf request file import mappings in the enterprise

Role: Sales Administrator

Privilege: View MDF Request file import mapping Object Type (Data)

Resource: MDF Request File Import Mapping

MDF Request File Import Object

A Sales Administrator can view mdf request file import object for all mdf request file import objects in the enterprise

Role: Sales Administrator

Privilege: View MDF Request file import Object Type (Data)

Resource: MDF Request File Import Object

MDF Request Team

A Sales Administrator can delete marketing fund request team a member of an access group associated to the mdf request with delete access

Role: Access Groups Enablement

Privilege: Delete Marketing Fund Request Team (Data)

Resource: MDF Request Team

MDF Request Team

A Sales Administrator can update marketing fund request team a member of an access group associated to the mdf request with update access

Role: Access Groups Enablement

Privilege: Update Marketing Fund Request Team (Data)

Resource: MDF Request Team

MDF Request Team

A Sales Administrator can view marketing fund request team a member of an access group associated to the mdf request

Role: Access Groups Enablement

Privilege: View Marketing Fund Request Team (Data)

Resource: MDF Request Team

Marketing Budget Export Object

A Sales Administrator can view marketing budget export object for all marketing budget export objects in the enterprise

Role: Sales Administrator

Privilege: View Marketing Budget Export Object (Data)

Resource: Marketing Budget Export Object

Marketing Integration Campaign

A Sales Administrator can delete marketing integration campaign a member of an access group associated to the marketing integration campaign with delete access

Role: Access Groups Enablement

Privilege: Delete Marketing Integration Campaign (Data)

Resource: Marketing Integration Campaign

Marketing Integration Campaign

A Sales Administrator can update marketing integration campaign a member of an access group associated to the marketing integration campaign with update access

Role: Access Groups Enablement

Privilege: Update Marketing Integration Campaign (Data)

Resource: Marketing Integration Campaign

Marketing Integration Campaign

A Sales Administrator can view marketing integration campaign a member of an access group associated to the marketing integration campaign

Role: Access Groups Enablement

Privilege: View Marketing Integration Campaign (Data)

Resource: Marketing Integration Campaign

Marketing List

A Sales Administrator can delete marketing list where they are the owner of the marketing list

Role: Sales Administrator

Privilege: Delete Marketing List (Data)

Resource: Marketing List

Marketing List

A Sales Administrator can update marketing list where they are the owner of the marketing list

Role: Sales Administrator

Privilege: Update Marketing List (Data)

Resource: Marketing List

Marketing Treatment

A Sales Administrator can delete marketing treatment where they are the owner of the marketing treatment

Role: Sales Administrator

Privilege: Delete Marketing Treatment (Data)

Resource: Marketing Treatment

Marketing Treatment

A Sales Administrator can update marketing treatment where they are the owner of the marketing treatment

Role: Sales Administrator

Privilege: Update Marketing Treatment (Data)

Resource: Marketing Treatment

Marketing Treatment E-Mail Footer

A Sales Administrator can view marketing treatment e-mail footer for all marketing treatment e-mail footers marked as unrestricted visibility in the enterprise

Role: Sales Administrator

Privilege: View Marketing Treatment Unrestricted E-Mail Footer (Data)

Resource: Marketing Treatment E-Mail Footer

Note

A Sales Administrator can delete note a member of an access group associated to the note with delete access

Role: Access Groups Enablement

Privilege: Delete Note (Data)

Resource: Note

Note

A Sales Administrator can update note a member of an access group associated to the note with update access

Role: Access Groups Enablement

Privilege: Update Note (Data)

Resource: Note

Note

A Sales Administrator can view note a member of an access group associated to the note

Role: Access Groups Enablement

Privilege: View Note (Data)

Resource: Note

Note Export Object

A Sales Administrator can view note export object for all note export objects in the enterprise

Role: Sales Administrator

Privilege: View Note Export (Data)

Resource: Note Export Object

Note File Import Activity

A Sales Administrator can view note file import activity for all note file import activities in all resource organizations for which they are authorized

Role: Sales Administrator

Privilege: View Note File Import Activity Object Type (Data)

Resource: Note File Import Activity

Note File Import Mapping

A Sales Administrator can view note file import mapping for all note file import mappings in all resource organizations for which they are authorized

Role: Sales Administrator

Privilege: View Note File Import Mapping Object Type (Data)

Resource: Note File Import Mapping

Note File Import Object

A Sales Administrator can view note file import object for all note file import objects in all resource organizations for which they are authorized

Role: Sales Administrator

Privilege: View Note File Import Object Type (Data)

Resource: Note File Import Object

Opportunity

A Sales Administrator can manage opportunity for all opportunities in the business units that they are authorized within

Role: Sales Administrator

Privilege: Manage Opportunity General Profile (Data)

Resource: Opportunity

Opportunity

A Sales Administrator can manage opportunity for all opportunities in the business units that they are authorized within

Role: Sales Administrator

Privilege: Manage Opportunity Restricted Profile (Data)

Resource: Opportunity

Opportunity

A Sales Administrator can manage opportunity for all opportunities in the business units that they are authorized within

Role: Sales Administrator

Privilege: Manage Opportunity Revenue (Data)

Resource: Opportunity

Opportunity

A Sales Administrator can manage opportunity for all opportunities in the business units that they are authorized within

Role: Sales Administrator

Privilege: Manage Opportunity Team (Data)

Resource: Opportunity

Opportunity

A Sales Administrator can manage opportunity general profile a member of an access group associated to the opportunity with update access

Role: Access Groups Enablement

Privilege: Manage Opportunity General Profile (Data)

Resource: Opportunity

Opportunity

A Sales Administrator can manage opportunity general profile for all opportunities in the business units that they are authorized within

Role: Opportunity Administration

Privilege: Manage Opportunity General Profile (Data)

Resource: Opportunity

Opportunity

A Sales Administrator can manage opportunity restricted profile a member of an access group associated to the opportunity with delete access

Role: Access Groups Enablement

Privilege: Manage Opportunity Restricted Profile (Data)

Resource: Opportunity

Opportunity

A Sales Administrator can manage opportunity restricted profile for all opportunities in the business units that they are authorized within

Role: Opportunity Administration

Privilege: Manage Opportunity Restricted Profile (Data)

Resource: Opportunity

Opportunity

A Sales Administrator can manage opportunity revenue a member of an access group associated to the opportunity with full access

Role: Access Groups Enablement

Privilege: Manage Opportunity Revenue (Data)

Resource: Opportunity

Opportunity

A Sales Administrator can manage opportunity revenue for all opportunities in the business units that they are authorized within

Role: Opportunity Administration

Privilege: Manage Opportunity Revenue (Data)

Resource: Opportunity

Opportunity

A Sales Administrator can manage opportunity team a member of an access group associated to the opportunity with full access

Role: Access Groups Enablement

Privilege: Manage Opportunity Team (Data)

Resource: Opportunity

Opportunity

A Sales Administrator can manage opportunity team for all opportunities in the business units that they are authorized within

Role: Opportunity Administration

Privilege: Manage Opportunity Team (Data)

Resource: Opportunity

Opportunity

A Sales Administrator can view opportunity a member of an access group associated to the opportunity

Role: Access Groups Enablement

Privilege: View Opportunity (Data)

Resource: Opportunity

Opportunity

A Sales Administrator can view opportunity for all opportunities in the business units that they are authorized within

Role: Opportunity Administration

Privilege: View Opportunity (Data)

Resource: Opportunity

Opportunity

A Sales Administrator can view opportunity for all opportunities in the business units that they are authorized within

Role: Sales Administrator

Privilege: View Opportunity (Data)

Resource: Opportunity

Opportunity Competitor Export Object

A Sales Administrator can view opportunity competitor export object for all opportunity competitor export objects in the enterprise

Role: Sales Administrator

Privilege: View Opportunity Competitor Export Object (Data)

Resource: Opportunity Competitor Export Object

Opportunity Contact Export Object

A Sales Administrator can view opportunity contact export object for all opportunity contact export objects in the enterprise

Role: Sales Administrator

Privilege: View Opportunity Contact Export Object (Data)

Resource: Opportunity Contact Export Object

Opportunity Export Object

A Sales Administrator can view opportunity export object for all opportunity export objects in the enterprise

Role: Sales Administrator

Privilege: View Opportunity Export Object (Data)

Resource: Opportunity Export Object

Opportunity File Import Activity

A Sales Administrator can view opportunity file import activity for all opportunity file import activities in the business units that they are authorized within

Role: Sales Administrator

Privilege: View Opportunity File Import Activity Object Type (Data)

Resource: Opportunity File Import Activity

Opportunity File Import Activity

A Sales Administrator can view opportunity file import activity object type for all opportunity file import activities in the business units that they are authorized within

Role: Opportunity Administration

Privilege: View Opportunity File Import Activity Object Type (Data)

Resource: Opportunity File Import Activity

Opportunity File Import Mapping

A Sales Administrator can view opportunity file import mapping for all opportunity file import mappings in the business units that they are authorized within

Role: Sales Administrator

Privilege: View Opportunity File Import Mapping Object Type (Data)

Resource: Opportunity File Import Mapping

Opportunity File Import Mapping

A Sales Administrator can view opportunity file import mapping object type for all opportunity file import mappings in the business units that they are authorized within

Role: Opportunity Administration

Privilege: View Opportunity File Import Mapping Object Type (Data)

Resource: Opportunity File Import Mapping

Opportunity File Import Object

A Sales Administrator can view opportunity file import object for all opportunity file import objects in the business units that they are authorized within

Role: Sales Administrator

Privilege: View Opportunity File Import Object Type (Data)

Resource: Opportunity File Import Object

Opportunity File Import Object

A Sales Administrator can view opportunity file import object type for all opportunity file import objects in the business units that they are authorized within

Role: Opportunity Administration

Privilege: View Opportunity File Import Object Type (Data)

Resource: Opportunity File Import Object

Opportunity Lead Export Object

A Sales Administrator can view opportunity lead export object for all opportunity lead export objects in the enterprise

Role: Sales Administrator

Privilege: View Opportunity Lead Export Object (Data)

Resource: Opportunity Lead Export Object

Opportunity Reference Export Object

A Sales Administrator can view opportunity reference export object for all opportunity reference export objects in the enterprise

Role: Sales Administrator

Privilege: View Opportunity Reference Export Object (Data)

Resource: Opportunity Reference Export Object

Opportunity Resource Export Object

A Sales Administrator can view opportunity resource export object for all opportunity resource export objects in the enterprise

Role: Sales Administrator

Privilege: View Opportunity Resource Export Object (Data)

Resource: Opportunity Resource Export Object

Opportunity Revenue Export Object

A Sales Administrator can view opportunity revenue export object for all opportunity revenue export objects in the enterprise

Role: Sales Administrator

Privilege: View Opportunity Revenue Export Object (Data)

Resource: Opportunity Revenue Export Object

Opportunity Revenue Partners Export Object

A Sales Administrator can view opportunity revenue partners export object for all opportunity revenue partners export objects in the enterprise

Role: Sales Administrator

Privilege: View Opportunity Revenue Partners Export Object (Data)

Resource: Opportunity Revenue Partners Export Object

Opportunity Revenue Territories Export Object

A Sales Administrator can view opportunity revenue territories export object for all opportunity revenue territories export objects in the enterprise

Role: Sales Administrator

Privilege: View Opportunity Revenue Territories Export Object (Data)

Resource: Opportunity Revenue Territories Export Object

Opportunity Source Export Object

A Sales Administrator can view opportunity source export object for all opportunity source export objects in the enterprise

Role: Sales Administrator

Privilege: View Opportunity Source Export Object (Data)

Resource: Opportunity Source Export Object

Organization

A Sales Administrator can choose business unit organization for all business units in the enterprise

Role: Employee Resource Administration

Privilege: Choose Business Unit Organization (Data)

Resource: Organization

Partner File Import Activity

A Sales Administrator can view partner file import activity for all partner file import activities of object type 'partner company'

Role: Sales Administrator

Privilege: View Partner File Import Activity Object Type (Data)

Resource: Partner File Import Activity

Partner File Import Activity

A Sales Administrator can view partner file import activity object type for all partner file import activities of object type 'partner company'

Role: Resource Administration

Privilege: View Partner File Import Activity Object Type (Data)

Resource: Partner File Import Activity

Partner File Import Mapping

A Sales Administrator can view partner file import mapping for all partner file import mappings of object type 'partner company'

Role: Sales Administrator

Privilege: View Partner File Import Mapping Object Type (Data)

Resource: Partner File Import Mapping

Partner File Import Mapping

A Sales Administrator can view partner file import mapping object type for all partner file import mappings of object type 'partner company'

Role: Resource Administration

Privilege: View Partner File Import Mapping Object Type (Data)

Resource: Partner File Import Mapping

Partner File Import Object

A Sales Administrator can view partner file import object for all partner file import objects of object type 'partner company'

Role: Sales Administrator

Privilege: View Partner File Import Object Type (Data)

Resource: Partner File Import Object

Partner File Import Object

A Sales Administrator can view partner file import object type for all partner file import objects of object type 'partner company'

Role: Resource Administration

Privilege: View Partner File Import Object Type (Data)

Resource: Partner File Import Object

Partner Member File Import Activity

A Sales Administrator can view partner member file import activity for all partner member file import activities of object type 'partner member'

Role: Sales Administrator

Privilege: View Partner Member File Import Activity Object Type (Data)

Resource: Partner Member File Import Activity

Partner Member File Import Activity

A Sales Administrator can view partner member file import activity object type for all partner member file import activities of object type 'partner member'

Role: Resource Administration

Privilege: View Partner Member File Import Activity Object Type (Data)

Resource: Partner Member File Import Activity

Partner Member File Import Mapping

A Sales Administrator can view partner member file import mapping for all partner member file import mappings of object type 'partner member'

Role: Sales Administrator

Privilege: View Partner Member File Import Mapping Object Type (Data)

Resource: Partner Member File Import Mapping

Partner Member File Import Mapping

A Sales Administrator can view partner member file import mapping object type for all partner member file import mappings of object type 'partner member'

Role: Resource Administration

Privilege: View Partner Member File Import Mapping Object Type (Data)

Resource: Partner Member File Import Mapping

Partner Member File Import Object

A Sales Administrator can view partner member file import object for all partner member file import objects of object type 'partner member'

Role: Sales Administrator

Privilege: View Partner Member File Import Object Type (Data)

Resource: Partner Member File Import Object

Partner Member File Import Object

A Sales Administrator can view partner member file import object type for all partner member file import objects of object type 'partner member'

Role: Resource Administration

Privilege: View Partner Member File Import Object Type (Data)

Resource: Partner Member File Import Object

Partner Profile

A Sales Administrator can manage partner account a member of an access group associated to the partner with update access

Role: Access Groups Enablement

Privilege: Manage Partner Account (Data)

Resource: Partner Profile

Partner Profile

A Sales Administrator can update partner account a member of an access group associated to the partner with update access

Role: Access Groups Enablement

Privilege: Update Partner Account (Data)

Resource: Partner Profile

Partner Program Enrollment

A Sales Administrator can manage partner program enrollment a member of an access group associated to the partner program enrollment with delete access

Role: Access Groups Enablement

Privilege: Manage Partner Program Enrollment (Data)

Resource: Partner Program Enrollment

Partner Program Enrollment

A Sales Administrator can manage partner program enrollment a member of an access group associated to the partner program enrollment with update access

Role: Access Groups Enablement

Privilege: Manage Partner Program Enrollment (Data)

Resource: Partner Program Enrollment

Partner Program Enrollment

A Sales Administrator can view partner program enrollment a member of an access group associated to the partner program enrollment

Role: Access Groups Enablement

Privilege: View Partner Program Enrollment (Data)

Resource: Partner Program Enrollment

Person

A Sales Administrator can manage person for all persons in the enterprise

Role: Employee Resource Administration

Privilege: Manage Person (Data)

Resource: Person

Person

A Sales Administrator can manage person for persons and assignments in their person and assignment security profile

Role: Sales Administrator

Privilege: Manage Users (Data)

Resource: Person

Person Assignment

A Sales Administrator can manage person assignment for all people in the enterprise

Role: Employee Resource Administration

Privilege: Manage Person Assignment (Data)

Resource: Person Assignment

Person Assignment

A Sales Administrator can search person assignment for persons and assignments in their person and assignment security profile

Role: Sales Administrator

Privilege: Search Worker (Data)

Resource: Person Assignment

Person Assignment

A Sales Administrator can search worker for persons and assignments in their person and assignment security profile

Role: Manage Users

Privilege: Search Worker (Data)

Resource: Person Assignment

Person Assignment

A Sales Administrator can view person assignment for persons and assignments in their person and assignment security profile

Role: Manage Users

Privilege: View Person Assignment (Data)

Resource: Person Assignment

Person Assignment

A Sales Administrator can view person assignment for persons and assignments in their person and assignment security profile

Role: Sales Administrator

Privilege: View Person Assignment (Data)

Resource: Person Assignment

Person Phone

A Sales Administrator can view person phone for all people in the enterprise

Role: Employee Resource Administration

Privilege: View Person Phone (Data)

Resource: Person Phone

Person Type

A Sales Administrator can choose person type for all person types in the enterprise

Role: Employee Resource Administration

Privilege: Choose Person Type (Data)

Resource: Person Type

Person Type

A Sales Administrator can choose person type for person types in their person type security profile

Role: Manage Users

Privilege: Choose Person Type (Data)

Resource: Person Type

Person Type

A Sales Administrator can choose person type for person types in their person type security profile

Role: Sales Administrator

Privilege: Choose Person Type (Data)

Resource: Person Type

Position

A Sales Administrator can choose position for positions in their position security profile

Role: Sales Administrator

Privilege: Choose Position (Data)

Resource: Position

Price Book

A Sales Administrator can delete price book a member of an access group associated to the price book with delete access

Role: Access Groups Enablement

Privilege: Delete Price Book (Data)

Resource: Price Book

Price Book

A Sales Administrator can update price book a member of an access group associated to the price book with update access

Role: Access Groups Enablement

Privilege: Update Price Book (Data)

Resource: Price Book

Price Book

A Sales Administrator can view price book a member of an access group associated to the price book

Role: Access Groups Enablement

Privilege: View Price Book (Data)

Resource: Price Book

Price Book File Import Object

A Sales Administrator can view price book file import object for all price book file import objects

Role: Sales Administrator

Privilege: View Price Book Import (Data)

Resource: Price Book File Import Object

Product File Export Object

A Sales Administrator can view product file export object for all the product export objects in the enterprise

Role: Sales Administrator

Privilege: View Product Export Object (Data)

Resource: Product File Export Object

Product File Import Object

A Sales Administrator can view product file import object for all product import objects

Role: Sales Administrator

Privilege: View Product Import (Data)

Resource: Product File Import Object

Product Group

A Sales Administrator can delete product group a member of an access group associated to the product group with delete access

Role: Access Groups Enablement

Privilege: Delete Product Group (Data)

Resource: Product Group

Product Group

A Sales Administrator can update product group a member of an access group associated to the product group with update access

Role: Access Groups Enablement

Privilege: Update Product Group (Data)

Resource: Product Group

Product Group

A Sales Administrator can view product group a member of an access group associated to the product group

Role: Access Groups Enablement

Privilege: View Product Group (Data)

Resource: Product Group

Product Group Details Export Object

A Sales Administrator can view product group details export object for all product group details export objects in the enterprise

Role: Sales Administrator

Privilege: View Product Group Export Object (Data)

Resource: Product Group Details Export Object

Product Group File Import Activity

A Sales Administrator can view product group file import activity for all authorized product group, product, price book file import activities where they are authorized

Role: Sales Administrator

Privilege: View Product Group File Import Activity Object Type (Data)

Resource: Product Group File Import Activity

Product Group File Import Mapping

A Sales Administrator can view product group file import mapping for all product group, product, price book file import mappings in all resource organizations where they are authorized

Role: Sales Administrator

Privilege: View Product Group File Import Mapping Object Type (Data)

Resource: Product Group File Import Mapping

Product Group File Import Object

A Sales Administrator can view product group file import object for all product group file import objects in all resource organizations where they are authorized

Role: Sales Administrator

Privilege: View Product Group File Import Object Type (Data)

Resource: Product Group File Import Object

Product Group Products Export Object

A Sales Administrator can view product group products export object for all product group products export objects in the enterprise

Role: Sales Administrator

Privilege: View Product Group Export Object (Data)

Resource: Product Group Products Export Object

Product Group Subgroups Export Object

A Sales Administrator can view product group subgroups export object for all product group subgroups export objects in the enterprise

Role: Sales Administrator

Privilege: View Product Group Export Object (Data)

Resource: Product Group Subgroups Export Object

Product Group Translations Export Object

A Sales Administrator can view product group translations export object for all product group translations export objects in the enterprise

Role: Sales Administrator

Privilege: View Product Group Export Object (Data)

Resource: Product Group Translations Export Object

Products

A Sales Administrator can delete product a member of an access group associated to the product with delete access

Role: Access Groups Enablement

Privilege: Delete Product (Data)

Resource: Products

Products

A Sales Administrator can update product a member of an access group associated to the product with update access

Role: Access Groups Enablement

Privilege: Update Product (Data)

Resource: Products

Products

A Sales Administrator can view product a member of an access group associated to the product

Role: Access Groups Enablement

Privilege: View Product (Data)

Resource: Products

Public Assignment

A Sales Administrator can search person deferred for persons and assignments in their public person security profile

Role: Use REST Service - Public Workers Read Only

Privilege: Search Person Deferred (Data)

Resource: Public Assignment

Public Assignment

A Sales Administrator can view person deferred for persons and assignments in their public person security profile

Role: Use REST Service - Public Workers Read Only

Privilege: View Person Deferred (Data)

Resource: Public Assignment

Public Person

A Sales Administrator can choose public person for persons and assignments in their person and assignment security profile

Role: Sales Administrator

Privilege: View Person Deferred (Data)

Resource: Public Person

Public Person

A Sales Administrator can search person deferred for persons and assignments in their public person security profile

Role: Use REST Service - Public Workers Read Only

Privilege: Search Person Deferred (Data)

Resource: Public Person

Public Person

A Sales Administrator can view person deferred for all people in the enterprise

Role: Employee Resource Administration

Privilege: View Person Deferred (Data)

Resource: Public Person

Public Person

A Sales Administrator can view person deferred for persons and assignments in their person and assignment security profile

Role: Use User Details Service

Privilege: View Person Deferred (Data)

Resource: Public Person

Public Person

A Sales Administrator can view person deferred for persons and assignments in their public person security profile

Role: Use REST Service - Public Workers Read Only

Privilege: View Person Deferred (Data)

Resource: Public Person

Resource Team File Import Activity

A Sales Administrator can view resource team file import activity for all resource team file import activities of object type 'resource team'

Role: Sales Administrator

Privilege: View Resource Team File Import Activity Object Type (Data)

Resource: Resource Team File Import Activity

Resource Team File Import Activity

A Sales Administrator can view resource team file import activity object type for all resource team file import activities of object type 'resource team'

Role: Resource Team Administration

Privilege: View Resource Team File Import Activity Object Type (Data)

Resource: Resource Team File Import Activity

Resource Team File Import Mapping

A Sales Administrator can view resource team file import mapping for all resource team file import mappings of object type 'resource team'

Role: Sales Administrator

Privilege: View Resource Team File Import Mapping Object Type (Data)

Resource: Resource Team File Import Mapping

Resource Team File Import Mapping

A Sales Administrator can view resource team file import mapping object type for all resource team file import mappings of object type 'resource team'

Role: Resource Team Administration

Privilege: View Resource Team File Import Mapping Object Type (Data)

Resource: Resource Team File Import Mapping

Resource Team File Import Object

A Sales Administrator can view resource team file import object for all resource team file import objects of object type 'resource team'

Role: Sales Administrator

Privilege: View Resource Team File Import Object Type (Data)

Resource: Resource Team File Import Object

Resource Team File Import Object

A Sales Administrator can view resource team file import object type for all resource team file import objects of object type 'resource team'

Role: Resource Team Administration

Privilege: View Resource Team File Import Object Type (Data)

Resource: Resource Team File Import Object

Sales Account Profile Export Object

A Sales Administrator can view sales account profile export object for all sales account profile export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Account Profile Export Object (Data)

Resource: Sales Account Profile Export Object

Sales Account Team Export Object

A Sales Administrator can view sales account team export object for all sales account team export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Account Team Export Object (Data)

Resource: Sales Account Team Export Object

Sales Account Team File Import Activity

A Sales Administrator can view sales account team file import activity for all sales account team file import activities in all resource organizations for which they are authorized

Role: Sales Administrator

Privilege: View Sales Account Team File Import Activity Object Type (Data)

Resource: Sales Account Team File Import Activity

Sales Account Team File Import Mapping

A Sales Administrator can view sales account team file import mapping for all sales account team file import mappings in all resource organizations for which they are authorized

Role: Sales Administrator

Privilege: View Sales Account Team File Import Mapping Object Type (Data)

Resource: Sales Account Team File Import Mapping

Sales Account Team File Import Object

A Sales Administrator can view sales account team file import object for all sales account team file import objects in all resource organizations for which they are authorized

Role: Sales Administrator

Privilege: View Sales Account Team File Import Object Type (Data)

Resource: Sales Account Team File Import Object

Sales Business Plan

A Sales Administrator can delete sales business plan a member of an access group associated to the business plan with delete access

Role: Access Groups Enablement

Privilege: Delete Sales Business Plan (Data)

Resource: Sales Business Plan

Sales Business Plan

A Sales Administrator can update sales business plan general a member of an access group associated to the business plan with update access

Role: Access Groups Enablement

Privilege: Update Sales Business Plan General (Data)

Resource: Sales Business Plan

Sales Business Plan

A Sales Administrator can update sales business plan status a member of an access group associated to the business plan with full access

Role: Access Groups Enablement

Privilege: Update Sales Business Plan Status (Data)

Resource: Sales Business Plan

Sales Business Plan

A Sales Administrator can view sales business plan a member of an access group associated to the business plan

Role: Access Groups Enablement

Privilege: View Sales Business Plan (Data)

Resource: Sales Business Plan

Sales Business Plan Export Object

A Sales Administrator can view sales business plan export object all business plan export objects

Role: Sales Administrator

Privilege: View Sales Business Plan Export Object (Data)

Resource: Sales Business Plan Export Object

Sales Business Plan File Import

A Sales Administrator can view sales business plan file import all business plan file import objects

Role: Sales Administrator

Privilege: View Sales Business Plan File Import (Data)

Resource: Sales Business Plan File Import

Sales Business Plan File Import Mapping

A Sales Administrator can view sales business plan file import mapping all business plan file import mapping objects

Role: Sales Administrator

Privilege: View Sales Business Plan File Import Mapping (Data)

Resource: Sales Business Plan File Import Mapping

Sales Business Plan File Import Metadata

A Sales Administrator can view sales business plan file import metadata all business plan file import metadata objects

Role: Sales Administrator

Privilege: View Sales Business Plan File Import Metadata

Resource: Sales Business Plan File Import Metadata

Sales Business Plan SWOT Export Object

A Sales Administrator can view sales business plan swot export object all business plan swot export objects

Role: Sales Administrator

Privilege: View Sales Business Plan SWOT Export Object (Data)

Resource: Sales Business Plan SWOT Export Object

Sales Business Plan SWOT File Import

A Sales Administrator can view sales business plan swot file import all business plan swot file import objects

Role: Sales Administrator

Privilege: View Sales Business Plan SWOT File Import (Data)

Resource: Sales Business Plan SWOT File Import

Sales Business Plan SWOT File Import Mapping

A Sales Administrator can view sales business plan swot file import mapping all business plan swot file import mapping objects

Role: Sales Administrator

Privilege: View Sales Business Plan SWOT File Import Mapping (Data)

Resource: Sales Business Plan SWOT File Import Mapping

Sales Business Plan SWOT File Import Metadata

A Sales Administrator can view sales business plan swot file import metadata all business plan swot file import metadata objects

Role: Sales Administrator

Privilege: View Sales Business Plan SWOT File Import Metadata

Resource: Sales Business Plan SWOT File Import Metadata

Sales Business Plan Team

A Sales Administrator can manage sales business plan team a member of an access group associated to the business plan with full access

Role: Access Groups Enablement

Privilege: Manage Sales Business Plan Team (Data)

Resource: Sales Business Plan Team

Sales Business Plan Team Export Object

A Sales Administrator can view sales business plan team export object all business plan team export objects

Role: Sales Administrator

Privilege: View Sales Business Plan Team Export Object (Data)

Resource: Sales Business Plan Team Export Object

Sales Business Plan Team File Import

A Sales Administrator can view sales business plan team file import all business plan team file import objects

Role: Sales Administrator

Privilege: View Sales Business Plan Team File Import (Data)

Resource: Sales Business Plan Team File Import

Sales Business Plan Team File Import Mapping

A Sales Administrator can view sales business plan team file import mapping all business plan team file import mapping objects

Role: Sales Administrator

Privilege: View Sales Business Plan Team File Import Mapping (Data)

Resource: Sales Business Plan Team File Import Mapping

Sales Business Plan Team File Import Metadata

A Sales Administrator can view sales business plan team file import metadata all business plan team file import metadata objects

Role: Sales Administrator

Privilege: View Sales Business Plan Team File Import Metadata

Resource: Sales Business Plan Team File Import Metadata

Sales Campaign

A Sales Administrator can delete sales campaign for all sales campaigns in draft or scheduled execution status where they are a manager in the management hierarchy of the owner of the sales campaign

Role: Sales Administrator

Privilege: Delete Sales Campaign (Data)

Resource: Sales Campaign

Sales Campaign

A Sales Administrator can delete sales campaign for all sales campaigns in draft or scheduled execution status where they are the owner of the sales campaign

Role: Sales Administrator

Privilege: Delete Sales Campaign (Data)

Resource: Sales Campaign

Sales Campaign

A Sales Administrator can update sales campaign where they are the owner of the sales campaign

Role: Sales Administrator

Privilege: Update Sales Campaign (Data)

Resource: Sales Campaign

Sales Campaign

A Sales Administrator can view sales campaign where they are a manager in the management hierarchy of the owner of the sales campaign

Role: Sales Administrator

Privilege: View Sales Campaign (Data)

Resource: Sales Campaign

Sales Campaign

A Sales Administrator can view sales campaign where they are the owner of the sales campaign

Role: Sales Administrator

Privilege: View Sales Campaign (Data)

Resource: Sales Campaign

Sales Competitor

A Sales Administrator can manage sales competitor a member of an access group associated to the sales competitor with update access

Role: Access Groups Enablement

Privilege: Manage Sales Competitor (Data)

Resource: Sales Competitor

Sales Competitor

A Sales Administrator can view sales competitor a member of an access group associated to the sales competitor

Role: Access Groups Enablement

Privilege: View Sales Competitor (Data)

Resource: Sales Competitor

Sales Competitor

A Sales Administrator can view sales competitor for all sales competitors in the enterprise

Role: Sales Party Review

Privilege: View Sales Competitor (Data)

Resource: Sales Competitor

Sales Contests

A Sales Administrator can delete sales contest a member of an access group associated to the contest with delete access

Role: Access Groups Enablement

Privilege: Delete Sales Contest (Data)

Resource: Sales Contests

Sales Contests

A Sales Administrator can update sales contest a member of an access group associated to the contest with update access

Role: Access Groups Enablement

Privilege: Update Sales Contest (Data)

Resource: Sales Contests

Sales Contests

A Sales Administrator can view sales contest a member of an access group associated to the contest

Role: Access Groups Enablement

Privilege: View Sales Contest (Data)

Resource: Sales Contests

Sales Forecast

A Sales Administrator can delete sales forecast participants a member of an access group associated to the sales forecast with delete access

Role: Access Groups Enablement

Privilege: Delete Sales Forecast Participants (Data)

Resource: Sales Forecast

Sales Forecast

A Sales Administrator can update sales forecast participants a member of an access group associated to the sales forecast with update access

Role: Access Groups Enablement

Privilege: Update Sales Forecast Participants (Data)

Resource: Sales Forecast

Sales Forecast

A Sales Administrator can view sales forecast participants a member of an access group associated to the sales forecast with read access

Role: Access Groups Enablement

Privilege: View Sales Forecast Participants (Data)

Resource: Sales Forecast

Sales Forecast Adjustment Export Object

A Sales Administrator can view sales forecast adjustment export object for all sales forecast adjustment export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Forecast Adjustment Export Object (Data)

Resource: Sales Forecast Adjustment Export Object

Sales Forecast Header Export Object

A Sales Administrator can view sales forecast header export object for all sales forecast header export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Forecast Header Export Object (Data)

Resource: Sales Forecast Header Export Object

Sales Forecast Item

A Sales Administrator can manage sales forecast item a member of an access group associated to the territory forecast with full access

Role: Access Groups Enablement

Privilege: Manage Sales Forecast Item (Data)

Resource: Sales Forecast Item

Sales Forecast Item Adjustment Export Object

A Sales Administrator can view sales forecast item adjustment export object for all sales forecast item adjustment export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Forecast Item Adjustment Export Object (Data)

Resource: Sales Forecast Item Adjustment Export Object

Sales Forecast Item Export Object

A Sales Administrator can view sales forecast item export object for all sales forecast item export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Forecast Item Export Object (Data)

Resource: Sales Forecast Item Export Object

Sales Forecast Participant

A Sales Administrator can manage sales forecast participant a member of an access group associated to the territory forecast with full access

Role: Access Groups Enablement

Privilege: Manage Sales Forecast Participant (Data)

Resource: Sales Forecast Participant

Sales Forecast Participant Export Object

A Sales Administrator can view sales forecast participant export object for all sales forecast participant export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Forecast Participant Export Object (Data)

Resource: Sales Forecast Participant Export Object

Sales Goal Participants

A Sales Administrator can delete sales goal participants a member of an access group associated to the goal participant with delete access

Role: Access Groups Enablement

Privilege: Delete Sales Goal Participants (Data)

Resource: Sales Goal Participants

Sales Goal Participants

A Sales Administrator can update sales goal participants a member of an access group associated to the goal participant with update access

Role: Access Groups Enablement

Privilege: Update Sales Goal Participants (Data)

Resource: Sales Goal Participants

Sales Goal Participants

A Sales Administrator can view sales goal participants a member of an access group associated to the goal participant

Role: Access Groups Enablement

Privilege: View Sales Goal Participants (Data)

Resource: Sales Goal Participants

Sales Goals

A Sales Administrator can delete sales goal a member of an access group associated to the goal with delete access

Role: Access Groups Enablement

Privilege: Delete Sales Goal (Data)

Resource: Sales Goals

Sales Goals

A Sales Administrator can update sales goal a member of an access group associated to the goal with update access

Role: Access Groups Enablement

Privilege: Update Sales Goal (Data)

Resource: Sales Goals

Sales Goals

A Sales Administrator can view sales goal a member of an access group associated to the goal

Role: Access Groups Enablement

Privilege: View Sales Goal (Data)

Resource: Sales Goals

Sales KPI

A Sales Administrator can delete sales kpi a member of an access group associated to the kpi with delete access

Role: Access Groups Enablement

Privilege: Delete Sales KPI (Data)

Resource: Sales KPI

Sales KPI

A Sales Administrator can update sales kpi a member of an access group associated to the kpi with update access

Role: Access Groups Enablement

Privilege: Update Sales KPI (Data)

Resource: Sales KPI

Sales KPI

A Sales Administrator can view sales kpi a member of an access group associated to the kpi

Role: Access Groups Enablement

Privilege: View Sales KPI (Data)

Resource: Sales KPI

Sales Lead

A Sales Administrator can convert sales lead a member of an access group associated to the sales lead with full access

Role: Access Groups Enablement

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can convert sales lead for all sales leads in the business units that they are authorized within

Role: Sales Administrator

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can convert sales lead where they are a manager in the management hierarchy of a resource in the lead sales team with full access

Role: Sales Administrator

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can convert sales lead where they are a manager in the management hierarchy of the owner of the sales lead

Role: Sales Administrator

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can convert sales lead where they are a resource in the lead sales team with full access

Role: Sales Administrator

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can convert sales lead where they are a resource in the territory assigned to the sales lead

Role: Sales Administrator

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can convert sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team

Role: Sales Administrator

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can convert sales lead where they are the owner of the sales lead

Role: Sales Administrator

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can delete sales lead a member of an access group associated to the sales lead with delete access

Role: Access Groups Enablement

Privilege: Delete Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can delete sales lead for all retired, qualified and unqualified leads in the enterprise

Role: Sales Administrator

Privilege: Delete Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can delete sales lead for all retired, qualified, unqualified leads in the enterprise

Role: Sales Lead Processing

Privilege: Delete Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can update sales lead a member of an access group associated to the sales lead with update access

Role: Access Groups Enablement

Privilege: Update Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can update sales lead for all sales leads in the business units that they are authorized within

Role: Sales Administrator

Privilege: Update Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can update sales lead where they are a manager in the management hierarchy of a resource in the lead sales team with full access

Role: Sales Administrator

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can update sales lead where they are a manager in the management hierarchy of the owner of the sales lead

Role: Sales Administrator

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can update sales lead where they are a manager in the management hierarchy of the owner of the sales lead

Role: Sales Administrator

Privilege: Update Sales Lead Owner (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can update sales lead where they are a resource in the lead sales team with full access

Role: Sales Administrator

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can update sales lead where they are a resource in the territory assigned to the sales lead

Role: Sales Administrator

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team

Role: Sales Administrator

Privilege: Update Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can update sales lead where they are the owner of the sales lead

Role: Sales Administrator

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can update sales lead where they are the owner of the sales lead

Role: Sales Administrator

Privilege: Update Sales Lead Owner (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view descendant territory leads where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team

Role: Sales Lead Qualification

Privilege: View Descendant Territory Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view my sales leads where they are the owner of the sales lead

Role: Sales Lead Qualification

Privilege: View My Sales Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view sales lead a member of an access group associated to the sales lead

Role: Access Groups Enablement

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view sales lead for all sales leads in the business units that they are authorized within

Role: Sales Administrator

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view sales lead for all sales leads in the business units that they are authorized within

Role: Sales Lead Processing

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view sales lead where they are a manager in the management hierarchy of a resource in the lead sales team

Role: Sales Administrator

Privilege: View Subordinate Team Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view sales lead where they are a manager in the management hierarchy of a resource in the lead sales team

Role: Sales Lead Qualification Supervision

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view sales lead where they are a manager in the management hierarchy of the owner of the sales lead

Role: Sales Lead Qualification Supervision

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view sales lead where they are a resource in the lead sales team

Role: Sales Administrator

Privilege: View Sales Team Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view sales lead where they are a resource in the lead sales team

Role: Sales Lead Qualification

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view sales lead where they are a resource in the territory assigned to the sales lead

Role: Sales Administrator

Privilege: View Territory Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view sales lead where they are a resource in the territory assigned to the sales lead

Role: Sales Lead Qualification

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team

Role: Sales Administrator

Privilege: View Descendant Territory Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team

Role: Sales Lead Qualification

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner

Role: Sales Lead Qualification

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view sales lead where they are the owner of the sales lead

Role: Sales Administrator

Privilege: View My Sales Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view sales team leads where they are a resource in the lead sales team

Role: Sales Lead Qualification

Privilege: View Sales Team Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view subordinate team leads where they are a manager in the management hierarchy of a resource in the lead sales team

Role: Sales Lead Qualification Supervision

Privilege: View Subordinate Team Leads (Data)

Resource: Sales Lead

Sales Lead

A Sales Administrator can view territory leads where they are a resource in the territory assigned to the sales lead

Role: Sales Lead Qualification

Privilege: View Territory Leads (Data)

Resource: Sales Lead

Sales Lead Contact Export Object

A Sales Administrator can view sales lead contact export object for all sales lead contact export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Lead Contact Export Object (Data)

Resource: Sales Lead Contact Export Object

Sales Lead Export Object

A Sales Administrator can view sales lead export object for all lead export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Lead Export Object (Data)

Resource: Sales Lead Export Object

Sales Lead File Import Activity

A Sales Administrator can view sales lead file import activity for all file import activities of type lead in the enterprise

Role: Sales Administrator

Privilege: View Sales Lead File Import Activity Object Type (Data)

Resource: Sales Lead File Import Activity

Sales Lead File Import Activity

A Sales Administrator can view sales lead file import activity object type for all file import activities of type lead in the enterprise

Role: Sales Lead Processing

Privilege: View Sales Lead File Import Activity Object Type (Data)

Resource: Sales Lead File Import Activity

Sales Lead File Import Mapping

A Sales Administrator can view sales lead file import mapping for all file import mappings of type lead in the enterprise

Role: Sales Administrator

Privilege: View Sales Lead File Import Mapping Object Type (Data)

Resource: Sales Lead File Import Mapping

Sales Lead File Import Mapping

A Sales Administrator can view sales lead file import mapping object type for all file import mappings of type lead in the enterprise

Role: Sales Lead Processing

Privilege: View Sales Lead File Import Mapping Object Type (Data)

Resource: Sales Lead File Import Mapping

Sales Lead File Import Object

A Sales Administrator can view sales lead file import object for all file import objects of type lead in the enterprise

Role: Sales Administrator

Privilege: View Sales Lead File Import Object Type (Data)

Resource: Sales Lead File Import Object

Sales Lead File Import Object

A Sales Administrator can view sales lead file import object type for all file import objects of type lead in the enterprise

Role: Sales Lead Processing

Privilege: View Sales Lead File Import Object Type (Data)

Resource: Sales Lead File Import Object

Sales Lead Product Export Object

A Sales Administrator can view sales lead product export object for all sales lead product export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Lead Product Export Object (Data)

Resource: Sales Lead Product Export Object

Sales Lead Resource Access Level Export Object

A Sales Administrator can view sales lead resource access level export object for all sales lead resource access level export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Lead Resource Access Level Export Object (Data)

Resource: Sales Lead Resource Access Level Export Object

Sales Lead Resource Export Object

A Sales Administrator can view sales lead resource export object for all sales lead resource export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Lead Resource Export Object (Data)

Resource: Sales Lead Resource Export Object

Sales Lead Territory Export Object

A Sales Administrator can view sales lead territory export object for all sales lead territory export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Lead Territory Export Object (Data)

Resource: Sales Lead Territory Export Object

Sales Lightbox Document

A Sales Administrator can delete sales lightbox document for all documents in the enterprise

Role: Sales Administrator

Privilege: Delete Lightbox Document

Resource: Sales Lightbox Document

Sales Lightbox Document

A Sales Administrator can manage sales lightbox document for all documents where i am the owner of the document

Role: Sales Administrator

Privilege: Manage Lightbox Document

Resource: Sales Lightbox Document

Sales Lightbox Document

A Sales Administrator can view sales lightbox document for all documents in the enterprise

Role: Sales Administrator

Privilege: View Lightbox Document

Resource: Sales Lightbox Document

Sales Lightbox Document

A Sales Administrator can view sales lightbox document for all documents shared to me

Role: Sales Administrator

Privilege: View Lightbox Document

Resource: Sales Lightbox Document

Sales Lightbox Document

A Sales Administrator can view sales lightbox document for all documents shared to my subordinates

Role: Sales Administrator

Privilege: View Lightbox Document

Resource: Sales Lightbox Document

Sales Lightbox Document

A Sales Administrator can view sales lightbox document for all documents where i am the owner of the document

Role: Sales Administrator

Privilege: View Lightbox Document

Resource: Sales Lightbox Document

Sales Lightbox Document Feedback

A Sales Administrator can delete sales lightbox document feedback for all feedback where i am the owner of the feedback

Role: Sales Administrator

Privilege: Delete Lightbox Document Feedback

Resource: Sales Lightbox Document Feedback

Sales Lightbox Document Feedback

A Sales Administrator can manage sales lightbox document feedback for all feedback where i am the owner of the activity

Role: Sales Administrator

Privilege: Manage Lightbox Document Feedback

Resource: Sales Lightbox Document Feedback

Sales Lightbox Document Feedback

A Sales Administrator can manage sales lightbox document feedback for all feedback where i am the owner of the feedback

Role: Sales Administrator

Privilege: Manage Lightbox Document Feedback

Resource: Sales Lightbox Document Feedback

Sales Lightbox Document Feedback

A Sales Administrator can view sales lightbox document feedback for all feedback in the enterprise

Role: Sales Administrator

Privilege: View Lightbox Document Feedback

Resource: Sales Lightbox Document Feedback

Sales Lightbox Document Feedback

A Sales Administrator can view sales lightbox document feedback for all feedback where i am the owner of the feedback

Role: Sales Administrator

Privilege: View Lightbox Document Feedback

Resource: Sales Lightbox Document Feedback

Sales Objective

A Sales Administrator can delete sales objective a member of an access group associated to the sales business plan with delete access

Role: Access Groups Enablement

Privilege: Delete Sales Objective (Data)

Resource: Sales Objective

Sales Objective

A Sales Administrator can update sales objective attainment a member of an access group associated to the sales business plan with full access

Role: Access Groups Enablement

Privilege: Update Sales Objective Attainment (Data)

Resource: Sales Objective

Sales Objective

A Sales Administrator can update sales objective general a member of an access group associated to the sales business plan with update access

Role: Access Groups Enablement

Privilege: Update Sales Objective General (Data)

Resource: Sales Objective

Sales Objective

A Sales Administrator can view sales objective a member of an access group associated to the sales business plan

Role: Access Groups Enablement

Privilege: View Sales Objective (Data)

Resource: Sales Objective

Sales Objective Dimension Export Object

A Sales Administrator can view sales objective dimension export object all objective dimension export objects

Role: Sales Administrator

Privilege: View Sales Objective Dimension Export Object (Data)

Resource: Sales Objective Dimension Export Object

Sales Objective Dimension File Import

A Sales Administrator can view sales objective dimension file import all objective dimension file import objects

Role: Sales Administrator

Privilege: View Sales Objective Dimension File Import (Data)

Resource: Sales Objective Dimension File Import

Sales Objective Dimension File Import Mapping

A Sales Administrator can view sales objective dimension file import mapping all objective dimension file import mapping objects

Role: Sales Administrator

Privilege: View Sales Objective Dimension File Import Mapping (Data)

Resource: Sales Objective Dimension File Import Mapping

Sales Objective Dimension File Import Metadata

A Sales Administrator can view sales objective dimension file import metadata all objective dimension file import metadata objects

Role: Sales Administrator

Privilege: View Sales Objective Dimension File Import Metadata

Resource: Sales Objective Dimension File Import Metadata

Sales Objective Export Object

A Sales Administrator can view sales objective export object all objective export objects

Role: Sales Administrator

Privilege: View Sales Objective Export Object (Data)

Resource: Sales Objective Export Object

Sales Objective File Import

A Sales Administrator can view sales objective file import all objective file import objects

Role: Sales Administrator

Privilege: View Sales Objective File Import (Data)

Resource: Sales Objective File Import

Sales Objective File Import Mapping

A Sales Administrator can view sales objective file import mapping all objective file import mapping objects

Role: Sales Administrator

Privilege: View Sales Objective File Import Mapping (Data)

Resource: Sales Objective File Import Mapping

Sales Objective File Import Metadata

A Sales Administrator can view sales objective file import metadata all objective file import metadata objects

Role: Sales Administrator

Privilege: View Sales Objective File Import Metadata

Resource: Sales Objective File Import Metadata

Sales Objective Target Export Object

A Sales Administrator can view sales objective target export object all objective target export objects

Role: Sales Administrator

Privilege: View Sales Objective Target Export Object (Data)

Resource: Sales Objective Target Export Object

Sales Objective Target File Import

A Sales Administrator can view sales objective target file import all objective target file import objects

Role: Sales Administrator

Privilege: View Sales Objective Target File Import (Data)

Resource: Sales Objective Target File Import

Sales Objective Target File Import Mapping

A Sales Administrator can view sales objective target file import mapping all objective target file import mapping objects

Role: Sales Administrator

Privilege: View Sales Objective Target File Import Mapping (Data)

Resource: Sales Objective Target File Import Mapping

Sales Objective Target File Import Metadata

A Sales Administrator can view sales objective target file import metadata all objective target file import metadata objects

Role: Sales Administrator

Privilege: View Sales Objective Target File Import Metadata

Resource: Sales Objective Target File Import Metadata

Sales Objects

A Sales Administrator can view sales objects for all standard file import export objects that are accessible for sales administrator.

Role: Sales Administrator

Privilege: View Standard File Import Export Object Type

Resource: Sales Objects

Sales Objects

A Sales Administrator can view standard file import export object type for all standard file import export objects that are accessible for conversation message administration

Role: Conversation Message Administration

Privilege: View Standard File Import Export Object Type

Resource: Sales Objects

Sales Objects

A Sales Administrator can view standard file import export object type for all standard file import export objects that are accessible for opportunity administration duty

Role: Opportunity Administration

Privilege: View Standard File Import Export Object Type

Resource: Sales Objects

Sales Objects

A Sales Administrator can view standard file import export object type for all standard file import export objects that are accessible for sales lead processing duty

Role: Sales Lead Processing

Privilege: View Standard File Import Export Object Type

Resource: Sales Objects

Sales Objects

A Sales Administrator can view standard file import export object type for all standard file import export objects that are accessible for service profile administration.

Role: Service Profile Administration

Privilege: View Standard File Import Export Object Type

Resource: Sales Objects

Sales Objects

A Sales Administrator can view standard file import export object type for all standard file import export objects that are accessible for service request administrator

Role: Service Request Administrator

Privilege: View Standard File Import Export Object Type

Resource: Sales Objects

Sales Objects

A Sales Administrator can view standard file import export object type for all standard file import export objects that are accessible for trading community batch import management duty

Role: Trading Community Import Batch Management

Privilege: View Standard File Import Export Object Type

Resource: Sales Objects

Sales Objects

A Sales Administrator can view standard file import mapping object type for all standard file import export objects that are accessible for service request administrator

Role: Service Request Administrator

Privilege: View Standard File Import Mapping Object Type

Resource: Sales Objects

Sales Order

A Sales Administrator can view sales order a member of an access group associated to the sales order

Role: Access Groups Enablement

Privilege: View Sales Order (Data)

Resource: Sales Order

Sales Party

A Sales Administrator can delete sales party for all sales parties in the enterprise

Role: Customer Self-Service Administration

Privilege: Delete Sales Party (Data)

Resource: Sales Party

Sales Party

A Sales Administrator can manage sales party for all sales parties in the enterprise

Role: Customer Self-Service Administration

Privilege: Manage Sales Party (Data)

Resource: Sales Party

Sales Party

A Sales Administrator can view sales party for all sales parties in the enterprise

Role: Customer Self-Service Administration

Privilege: View Sales Party (Data)

Resource: Sales Party

Sales Party Partner Territory Export Object

A Sales Administrator can view sales party partner territory export object for all sales party partner territory export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Party Partner Territory Export Object (Data)

Resource: Sales Party Partner Territory Export Object

Sales Quota Plan

A Sales Administrator can view sales quota plan a member of an access group associated to the sales quota plan with read access

Role: Access Groups Enablement

Privilege: View Sales Quota Plan (Data)

Resource: Sales Quota Plan

Sales Quota Plan Export Object

A Sales Administrator can view sales quota plan export object for all sales quota plan export objects

Role: Sales Administrator

Privilege: View Sales Quota Plan Export Object (Data)

Resource: Sales Quota Plan Export Object

Sales Quota Prediction Formula Export Object

A Sales Administrator can view sales quota prediction formula export object for all sales quota prediction formula export objects

Role: Sales Administrator

Privilege: View Sales Quota Prediction Formula Export Object (Data)

Resource: Sales Quota Prediction Formula Export Object

Sales Quota Prediction Formula Parameter Export Object

A Sales Administrator can view sales quota prediction formula parameter export object for all sales quota prediction formula parameters export objects

Role: Sales Administrator

Privilege: View Sales Quota Prediction Formula Parameter Export Object (Data)

Resource: Sales Quota Prediction Formula Parameter Export Object

Sales Quota Seasonality Factor Export Object

A Sales Administrator can view sales quota seasonality factor export object for all seasonality factor export objects

Role: Sales Administrator

Privilege: View Sales Quota Seasonality Factor Export Object (Data)

Resource: Sales Quota Seasonality Factor Export Object

Sales Quota Seasonality Group Export Object

A Sales Administrator can view sales quota seasonality group export object for all seasonality factor group export objects

Role: Sales Administrator

Privilege: View Sales Quota Seasonality Group Export Object (Data)

Resource: Sales Quota Seasonality Group Export Object

Sales Quota Spread Formula Export Object

A Sales Administrator can view sales quota spread formula export object for all spread formula export objects

Role: Sales Administrator

Privilege: View Sales Quota Spread Formula Export Object (Data)

Resource: Sales Quota Spread Formula Export Object

Sales Quota Territory Prediction Formula Export Object

A Sales Administrator can view sales quota territory prediction formula export object for all sales quota territory prediction formula export objects

Role: Sales Administrator

Privilege: View Sales Quota Territory Prediction Formula Export Object (Data)

Resource: Sales Quota Territory Prediction Formula Export Object

Sales Quota Territory Prediction Formula Parameter Export Object

A Sales Administrator can view sales quota territory prediction formula parameter export object for all sales quota territory prediction formula parameters export objects

Role: Sales Administrator

Privilege: View Sales Quota Territory Prediction Formula Parameter Export Object (Data)

Resource: Sales Quota Territory Prediction Formula Parameter Export Object

Sales Resource Period Quota File Import

A Sales Administrator can view sales resource period quota file import for all sales resource period quota file imports of object type resource period quota

Role: Sales Administrator

Privilege: View Sales Resource Period Quota File Import (Data)

Resource: Sales Resource Period Quota File Import

Sales Resource Period Quota File Import Mapping

A Sales Administrator can view sales resource period quota file import mapping for all sales resource period quota file import mappings of object type resource period quota

Role: Sales Administrator

Privilege: View Sales Resource Period Quota File Import Mapping (Data)

Resource: Sales Resource Period Quota File Import Mapping

Sales Resource Period Quota File Import Metadata

A Sales Administrator can view sales resource period quota file import metadata for all sales resource period quota file import metadata of object type resource period quota

Role: Sales Administrator

Privilege: View Sales Resource Period Quota File Import Metadata

Resource: Sales Resource Period Quota File Import Metadata

Sales Resource Quota

A Sales Administrator can manage sales resource quota a member of an access group associated to the sales resource quota with delete access

Role: Access Groups Enablement

Privilege: Manage Sales Resource Quota (Data)

Resource: Sales Resource Quota

Sales Resource Quota

A Sales Administrator can manage sales resource quota a member of an access group associated to the sales resource quota with update access

Role: Access Groups Enablement

Privilege: Manage Sales Resource Quota (Data)

Resource: Sales Resource Quota

Sales Resource Quota

A Sales Administrator can view sales resource quota a member of an access group associated to the sales resource quota with read access

Role: Access Groups Enablement

Privilege: View Sales Resource Quota (Data)

Resource: Sales Resource Quota

Sales Resource Quota Export Object

A Sales Administrator can view sales resource quota export object for all sales resource quota export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Resource Quota Export Object (Data)

Resource: Sales Resource Quota Export Object

Sales Resource Quota File Import

A Sales Administrator can view sales resource quota file import for all sales resource quota file imports of object type resource quota object

Role: Sales Administrator

Privilege: View Sales Resource Quota File Import (Data)

Resource: Sales Resource Quota File Import

Sales Resource Quota File Import Mapping

A Sales Administrator can view sales resource quota file import mapping for all sales resource quota file import mappings of object type resource quota object

Role: Sales Administrator

Privilege: View Sales Resource Quota File Import Mapping (Data)

Resource: Sales Resource Quota File Import Mapping

Sales Resource Quota File Import Metadata

A Sales Administrator can view sales resource quota file import metadata for all sales resource quota file import metadata of object type resource quota object

Role: Sales Administrator

Privilege: View Sales Resource Quota File Import Metadata

Resource: Sales Resource Quota File Import Metadata

Sales Resource Quota Time Period Export Object

A Sales Administrator can view sales resource quota time period export object for all sales resource quota period export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Resource Quota Time Period Export Object (Data)

Resource: Sales Resource Quota Time Period Export Object

Sales Resource Quota Time Period Export Object

A Sales Administrator can view sales resource quota time period export object for all sales resource quota time period export objects

Role: Sales Administrator

Privilege: View Sales Resource Quota Time Period Export Object (Data)

Resource: Sales Resource Quota Time Period Export Object

Sales Territory

A Sales Administrator can manage sales territory a member of an access group associated to the sales territory with delete access

Role: Access Groups Enablement

Privilege: Manage Sales Territory (Data)

Resource: Sales Territory

Sales Territory

A Sales Administrator can manage sales territory a member of an access group associated to the sales territory with update access

Role: Access Groups Enablement

Privilege: Manage Sales Territory (Data)

Resource: Sales Territory

Sales Territory

A Sales Administrator can view sales territory a member of an access group associated to the sales territory with read access

Role: Access Groups Enablement

Privilege: View Sales Territory (Data)

Resource: Sales Territory

Sales Territory Dimensionality Export Object

A Sales Administrator can view sales territory dimensionality export object for all sales territory dimensionality export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Territory Dimensionality Export Object (Data)

Resource: Sales Territory Dimensionality Export Object

Sales Territory Dimensionality File Import

A Sales Administrator can view sales territory dimensionality file import for all sales territory dimensionality file imports of object type mot_sales_territory_dimensionality_export_object

Role: Sales Administrator

Privilege: View Sales Territory Dimensionality File Import (Data)

Resource: Sales Territory Dimensionality File Import

Sales Territory Dimensionality File Import Mapping

A Sales Administrator can view sales territory dimensionality file import mapping for all sales territory dimensionality file import mappings of object type mot_sales_territory_dimensionality_export_object

Role: Sales Administrator

Privilege: View Sales Territory Dimensionality File Import Mapping (Data)

Resource: Sales Territory Dimensionality File Import Mapping

Sales Territory Dimensionality File Import Metadata

A Sales Administrator can view sales territory dimensionality file import metadata for all sales territory dimensionality file import metadata of object type mot_sales_territory_dimensionality_export_object

Role: Sales Administrator

Privilege: View Sales Territory Dimensionality File Import Metadata

Resource: Sales Territory Dimensionality File Import Metadata

Sales Territory Export Object

A Sales Administrator can view sales territory export object for all sales territory export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Territory Export Object (Data)

Resource: Sales Territory Export Object

Sales Territory File Import

A Sales Administrator can view sales territory file import for all sales territory file imports of object type mot_sales_territory

Role: Sales Administrator

Privilege: View Sales Territory File Import (Data)

Resource: Sales Territory File Import

Sales Territory File Import Mapping

A Sales Administrator can view sales territory file import mapping for all sales territory file import mappings of object type mot_sales_territory

Role: Sales Administrator

Privilege: View Sales Territory File Import Mapping (Data)

Resource: Sales Territory File Import Mapping

Sales Territory File Import Metadata

A Sales Administrator can view sales territory file import metadata for all sales territory file import metadata of object type mot_sales_territory

Role: Sales Administrator

Privilege: View Sales Territory File Import Metadata

Resource: Sales Territory File Import Metadata

Sales Territory Line of Business Export Object

A Sales Administrator can view sales territory line of business export object for all sales territory line of business export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Territory LOB Export Object (Data)

Resource: Sales Territory Line of Business Export Object

Sales Territory Line of Business File Import

A Sales Administrator can view sales territory line of business file import for all sales territory lob file imports of object type mot_sales_territory_lob_export_object

Role: Sales Administrator

Privilege: View Sales Territory LOB File Import (Data)

Resource: Sales Territory Line of Business File Import

Sales Territory Line of Business File Import Mapping

A Sales Administrator can view sales territory line of business file import mapping for all sales territory lob file import mappings of object type mot_sales_territory_lob_export_object

Role: Sales Administrator

Privilege: View Sales Territory LOB File Import Mapping (Data)

Resource: Sales Territory Line of Business File Import Mapping

Sales Territory Line of Business File Import Metadata

A Sales Administrator can view sales territory line of business file import metadata for all sales territory lob file import metadata of object type mot_sales_territory_lob_export_object

Role: Sales Administrator

Privilege: View Sales Territory LOB File Import Metadata

Resource: Sales Territory Line of Business File Import Metadata

Sales Territory Period Quota File Import

A Sales Administrator can view sales territory period quota file import for all sales territory period quota file imports of object type territory period quota

Role: Sales Administrator

Privilege: View Sales Territory Period Quota File Import (Data)

Resource: Sales Territory Period Quota File Import

Sales Territory Period Quota File Import Mapping

A Sales Administrator can view sales territory period quota file import mapping for all sales territory period quota file import mappings of object type territory period quota

Role: Sales Administrator

Privilege: View Sales Territory Period Quota File Import Mapping (Data)

Resource: Sales Territory Period Quota File Import Mapping

Sales Territory Period Quota File Import Metadata

A Sales Administrator can view sales territory period quota file import metadata for all sales territory period quota file import metadata of object type territory period quota

Role: Sales Administrator

Privilege: View Sales Territory Period Quota File Import Metadata

Resource: Sales Territory Period Quota File Import Metadata

Sales Territory Proposal

A Sales Administrator can manage sales territory proposal a member of an access group associated to the sales territory proposal with delete access

Role: Access Groups Enablement

Privilege: Manage Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

Sales Territory Proposal

A Sales Administrator can manage sales territory proposal a member of an access group associated to the sales territory proposal with update access

Role: Access Groups Enablement

Privilege: Manage Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

Sales Territory Proposal

A Sales Administrator can view sales territory proposal a member of an access group associated to the sales territory proposal with read access

Role: Access Groups Enablement

Privilege: View Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

Sales Territory Proposal Export Object

A Sales Administrator can view sales territory proposal export object for all sales territory proposal export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Territory Proposal Export Object (Data)

Resource: Sales Territory Proposal Export Object

Sales Territory Quota Export Object

A Sales Administrator can view sales territory quota export object for all sales territory quota export objects

Role: Sales Administrator

Privilege: View Sales Territory Quota Export Object (Data)

Resource: Sales Territory Quota Export Object

Sales Territory Quota Export Object

A Sales Administrator can view sales territory quota export object for all sales territory quota export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Territory Quota Export Object (Data)

Resource: Sales Territory Quota Export Object

Sales Territory Quota File Import

A Sales Administrator can view sales territory quota file import for all sales territory quota file imports of object type territory quota object

Role: Sales Administrator

Privilege: View Sales Territory Quota File Import (Data)

Resource: Sales Territory Quota File Import

Sales Territory Quota File Import Mapping

A Sales Administrator can view sales territory quota file import mapping for all sales territory quota file import mappings of object type territory quota object

Role: Sales Administrator

Privilege: View Sales Territory Quota File Import Mapping (Data)

Resource: Sales Territory Quota File Import Mapping

Sales Territory Quota File Import Metadata

A Sales Administrator can view sales territory quota file import metadata for all sales territory quota file import metadata of object type territory quota object

Role: Sales Administrator

Privilege: View Sales Territory Quota File Import Metadata

Resource: Sales Territory Quota File Import Metadata

Sales Territory Quota Time Period Export Object

A Sales Administrator can view sales territory quota time period export object for all sales territory period quota export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Territory Quota Time Period Export Object (Data)

Resource: Sales Territory Quota Time Period Export Object

Sales Territory Quota Time Period Export Object

A Sales Administrator can view sales territory quota time period export object for all sales territory quota time period export objects

Role: Sales Administrator

Privilege: View Sales Territory Quota Time Period Export Object (Data)

Resource: Sales Territory Quota Time Period Export Object

Sales Territory Resource Export Object

A Sales Administrator can view sales territory resource export object for all sales territory resource export objects in the enterprise

Role: Sales Administrator

Privilege: View Sales Territory Resource Export Object (Data)

Resource: Sales Territory Resource Export Object

Sales Territory Resource File Import

A Sales Administrator can view sales territory resource file import for all sales territory resource file imports of object type mot_sales_territory_resource

Role: Sales Administrator

Privilege: View Sales Territory Resource File Import (Data)

Resource: Sales Territory Resource File Import

Sales Territory Resource File Import Mapping

A Sales Administrator can view sales territory resource file import mapping for all sales territory resource file import mappings of object type mot_sales_territory_resource

Role: Sales Administrator

Privilege: View Sales Territory Resource File Import Mapping (Data)

Resource: Sales Territory Resource File Import Mapping

Sales Territory Resource File Import Metadata

A Sales Administrator can view sales territory resource file import metadata for all sales territory resource file import metadata of object type mot_sales_territory_resource

Role: Sales Administrator

Privilege: View Sales Territory Resource File Import Metadata

Resource: Sales Territory Resource File Import Metadata

Self Service Registration

A Sales Administrator can manage self service registration for all self service registrations

Role: Customer Self-Service Administration

Privilege: Manage Self Service Registration (Data)

Resource: Self Service Registration

Self Service Role

A Sales Administrator can manage self service role for all self service roles

Role: Customer Self-Service Administration

Privilege: Manage Self Service Role (Data)

Resource: Self Service Role

Self Service User

A Sales Administrator can manage self service user for all self service users

Role: Customer Self-Service Administration

Privilege: Manage Self Service User (Data)

Resource: Self Service User

Service Assignment Queue

A Sales Administrator can manage service queue for all customer relationship management service queues

Role: Service Request Administrator

Privilege: Manage Service Queue (Data)

Resource: Service Assignment Queue

Service Category

A Sales Administrator can delete service category a member of an access group associated to the service category with delete access

Role: Access Groups Enablement

Privilege: Delete Service Category (Data)

Resource: Service Category

Service Category

A Sales Administrator can manage service category for all customer relationship management service categories

Role: Service Request Administrator

Privilege: Manage Service Category (Data)

Resource: Service Category

Service Category

A Sales Administrator can update service category a member of an access group associated to the service category with update access

Role: Access Groups Enablement

Privilege: Update Service Category (Data)

Resource: Service Category

Service Category

A Sales Administrator can view service category a member of an access group associated to the service category

Role: Access Groups Enablement

Privilege: View Service Category (Data)

Resource: Service Category

Service Interaction Header

A Sales Administrator can manage service interaction for all crm interactions

Role: Conversation Message Administration

Privilege: Manage Service Interaction (Data)

Resource: Service Interaction Header

Service Interaction Header

A Sales Administrator can manage service interaction for all crm interactions

Role: Service Request Administrator

Privilege: Manage Service Interaction (Data)

Resource: Service Interaction Header

Service Profile

A Sales Administrator can delete service profile a member of an access group associated to the service profile with delete access

Role: Access Groups Enablement

Privilege: Delete Service Profile (Data)

Resource: Service Profile

Service Profile

A Sales Administrator can manage service profile for all service profiles

Role: Service Profile Administration

Privilege: Manage Service Profile (Data)

Resource: Service Profile

Service Profile

A Sales Administrator can update service profile a member of an access group associated to the service profile with update access

Role: Access Groups Enablement

Privilege: Update Service Profile (Data)

Resource: Service Profile

Service Profile

A Sales Administrator can view service profile a member of an access group associated to the service profile

Role: Access Groups Enablement

Privilege: View Service Profile (Data)

Resource: Service Profile

Service Profile

A Sales Administrator can view service profile for all service profiles

Role: Service Request Administrator

Privilege: View Service Profile (Data)

Resource: Service Profile

Service Request Export Object

A Sales Administrator can view service request export object for all service requests export objects

Role: Service Request Administrator

Privilege: View Service Request Export Object (Data)

Resource: Service Request Export Object

Service Request File Import Activity

A Sales Administrator can view service request file import activity object type for all service request file import activities

Role: Service Request Administrator

Privilege: View Service Request File Import Activity Object Type (Data)

Resource: Service Request File Import Activity

Service Request File Import Mapping

A Sales Administrator can view service request file import mapping object type for all service request file import mappings

Role: Service Request Administrator

Privilege: View Service Request File Import Mapping Object Type (Data)

Resource: Service Request File Import Mapping

Service Request File Import Object

A Sales Administrator can view service request file import object type for all service request file import objects

Role: Service Request Administrator

Privilege: View Service Request File Import Object Type (Data)

Resource: Service Request File Import Object

Service Request Header

A Sales Administrator can delete service request header a member of an access group associated to the service request with delete access

Role: Access Groups Enablement

Privilege: Delete Service Request Header (Data)

Resource: Service Request Header

Service Request Header

A Sales Administrator can update service request header a member of an access group associated to the service request with update access

Role: Access Groups Enablement

Privilege: Update Service Request Header (Data)

Resource: Service Request Header

Service Request Header

A Sales Administrator can view service request header a member of an access group associated to the service request

Role: Access Groups Enablement

Privilege: View Service Request Header (Data)

Resource: Service Request Header

Service Request Message

A Sales Administrator can delete service request message a member of an access group associated to the sr message with delete access

Role: Access Groups Enablement

Privilege: Delete Service Request Message (Data)

Resource: Service Request Message

Service Request Message

A Sales Administrator can manage service request message for all service request messages

Role: Service Request Administrator

Privilege: Manage Service Request Message (Data)

Resource: Service Request Message

Service Request Message

A Sales Administrator can update service request message a member of an access group associated to the sr message with update access

Role: Access Groups Enablement

Privilege: Update Service Request Message (Data)

Resource: Service Request Message

Service Request Message

A Sales Administrator can view service request message a member of an access group associated to the sr message

Role: Access Groups Enablement

Privilege: View Service Request Message (Data)

Resource: Service Request Message

Service Request Resource

A Sales Administrator can manage service request resource for all service request resources

Role: Service Request Administrator

Privilege: Manage Service Request Resource (Data)

Resource: Service Request Resource

Simplified Account File Import Activity

A Sales Administrator can view simplified account file import activity object type for all simplified account file import activities of object type 'ora_import_account'

Role: Trading Community Import Batch Management

Privilege: View Simplified Account File Import Activity Object Type (Data)

Resource: Simplified Account File Import Activity

Simplified Account File Import Mapping

A Sales Administrator can view simplified account file import mapping object type for all simplified account file import mappings of object type 'ora_import_account'

Role: Trading Community Import Batch Management

Privilege: View Simplified Account File Import Mapping Object Type (Data)

Resource: Simplified Account File Import Mapping

Simplified Account File Import Object

A Sales Administrator can view simplified account file import object type for all simplified account file import objects of object type 'ora_import_account'

Role: Trading Community Import Batch Management

Privilege: View Simplified Account File Import Object Type (Data)

Resource: Simplified Account File Import Object

Simplified Contact File Import Activity

A Sales Administrator can view simplified contact file import activity object type for all simplified contact file import activities of object type 'ora_import_contact'

Role: Trading Community Import Batch Management

Privilege: View Simplified Contact File Import Activity Object Type (Data)

Resource: Simplified Contact File Import Activity

Simplified Contact File Import Mapping

A Sales Administrator can view simplified contact file import mapping object type for all simplified contact file import mappings of object type 'ora_import_contact'

Role: Trading Community Import Batch Management

Privilege: View Simplified Contact File Import Mapping Object Type (Data)

Resource: Simplified Contact File Import Mapping

Simplified Contact File Import Object

A Sales Administrator can view simplified contact file import object type for all simplified contact file import objects of object type 'ora_import_contact'

Role: Trading Community Import Batch Management

Privilege: View Simplified Contact File Import Object Type (Data)

Resource: Simplified Contact File Import Object

Simplified Household File Import Activity

A Sales Administrator can view simplified household file import activity object type for all simplified household file import activities of object type 'ora_import_household'

Role: Trading Community Import Batch Management

Privilege: View Simplified Household File Import Activity Object Type (Data)

Resource: Simplified Household File Import Activity

Simplified Household File Import Mapping

A Sales Administrator can view simplified household file import mapping object type for all simplified household file import mappings of object type 'ora_import_household'

Role: Trading Community Import Batch Management

Privilege: View Simplified Household File Import Mapping Object Type (Data)

Resource: Simplified Household File Import Mapping

Simplified Household File Import Object

A Sales Administrator can view simplified household file import object type for all simplified household file import objects of object type 'ora_import_household'

Role: Trading Community Import Batch Management

Privilege: View Simplified Household File Import Object Type (Data)

Resource: Simplified Household File Import Object

Smart Text

A Sales Administrator can manage smart text all customer relationship management smart texts

Role: Service Request Administrator

Privilege: Manage Smart Text (Data)

Resource: Smart Text

Source System Reference File Import Activity

A Sales Administrator can view source system reference file import activity object type for all source system reference file import activities of object type 'source system reference'

Role: Trading Community Import Batch Management

Privilege: View Source System Reference File Import Activity Object Type (Data)

Resource: Source System Reference File Import Activity

Source System Reference File Import Mapping

A Sales Administrator can view source system reference file import mapping object type for all source system reference file import mapping of object type 'source system reference'

Role: Trading Community Import Batch Management

Privilege: View Source System Reference File Import Mapping Object Type (Data)

Resource: Source System Reference File Import Mapping

Source System Reference File Import Object

A Sales Administrator can view source system reference file import object type for all source system reference file import objects of object type 'source system reference'

Role: Trading Community Import Batch Management

Privilege: View Source System Reference File Import Object Type (Data)

Resource: Source System Reference File Import Object

Subscription

A Sales Administrator can manage subscription a member of an access group associated to the subscription with delete access

Role: Access Groups Enablement

Privilege: Manage Subscription (Data)

Resource: Subscription

Subscription

A Sales Administrator can manage subscription for the business units for which they are authorized

Role: Subscription Amendment

Privilege: Manage Subscription (Data)

Resource: Subscription

Subscription

A Sales Administrator can manage subscription for the business units for which they are authorized

Role: Subscription Authoring

Privilege: Manage Subscription (Data)

Resource: Subscription

Subscription

A Sales Administrator can update subscription a member of an access group associated to the subscription with update access

Role: Access Groups Enablement

Privilege: Update Subscription (Data)

Resource: Subscription

Subscription

A Sales Administrator can view subscription a member of an access group associated to the subscription

Role: Access Groups Enablement

Privilege: View Subscription (Data)

Resource: Subscription

Subscription

A Sales Administrator can view subscription for the business units for which they are authorized

Role: Subscription Sales View

Privilege: View Subscription (Data)

Resource: Subscription

Subscription

A Sales Administrator can view subscription for the business units for which they are authorized

Role: Subscription Search and View Access

Privilege: View Subscription (Data)

Resource: Subscription

Survey

A Sales Administrator can manage survey for all customer relationship management surveys

Role: Service Request Administrator

Privilege: Manage Survey (Data)

Resource: Survey

Survey

A Sales Administrator can view survey for all customer relationship management surveys

Role: Service Request Administrator

Privilege: View Survey (Data)

Resource: Survey

Survey Request

A Sales Administrator can manage survey request for all customer relationship management survey requests

Role: Service Request Administrator

Privilege: Manage Survey Request (Data)

Resource: Survey Request

Talent Profile

A Sales Administrator can view talent profile for jobs in their job security profile

Role: Sales Administrator

Privilege: View Talent Profile Model (Data)

Resource: Talent Profile

Talent Profile

A Sales Administrator can view talent profile for people and assignments in their person and assignment security profile

Role: Sales Administrator

Privilege: View Talent Profile Person (Data)

Resource: Talent Profile

Talent Profile

A Sales Administrator can view talent profile model for jobs in their job security profile

Role: Workforce Profile Administration

Privilege: View Talent Profile Model (Data)

Resource: Talent Profile

Talent Profile

A Sales Administrator can view talent profile person for people and assignments in their person and assignment security profile

Role: Workforce Profile Administration

Privilege: View Talent Profile Person (Data)

Resource: Talent Profile

Territory Geography Export Object

A Sales Administrator can view territory geography export object for all territory geography export objects

Role: Sales Administrator

Privilege: View Territory Geography Export Object (Data)

Resource: Territory Geography Export Object

Territory Geography File Import

A Sales Administrator can view territory geography file import for all territory geography file imports of object type territory_geographies

Role: Sales Administrator

Privilege: View Territory Geography File Import (Data)

Resource: Territory Geography File Import

Territory Geography File Import Mapping

A Sales Administrator can view territory geography file import mapping for all territory geography file import mappings of object type territory_geographies

Role: Sales Administrator

Privilege: View Territory Geography File Import Mapping (Data)

Resource: Territory Geography File Import Mapping

Territory Geography File Import Metadata

A Sales Administrator can view territory geography file import metadata for all territory geography file import metadata of object type territory_geographies

Role: Sales Administrator

Privilege: View Territory Geography File Import Metadata

Resource: Territory Geography File Import Metadata

Trading Community Contact Preference

A Sales Administrator can manage trading community legal contact preference a member of an access group associated to contact preferences.

Role: Access Groups Enablement

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Contact Preference

Trading Community Customer Account

A Sales Administrator can view customer account for all customer accounts in the enterprise

Role: Contract Search and View Access

Privilege: View Customer Account (Data)

Resource: Trading Community Customer Account

Trading Community Customer Account

A Sales Administrator can view customer account for all customer accounts in the enterprise

Role: Contract View Access Across All Contracts

Privilege: View Customer Account (Data)

Resource: Trading Community Customer Account

Trading Community Customer Account

A Sales Administrator can view customer account for all customer accounts in the enterprise

Role: Subscription Search and View Access

Privilege: View Customer Account (Data)

Resource: Trading Community Customer Account

Trading Community Customer Account

A Sales Administrator can view trading community customer account for all customer accounts in the enterprise

Role: Sales Administrator

Privilege: View Customer Account (Data)

Resource: Trading Community Customer Account

Trading Community Customer Account Relationship

A Sales Administrator can view customer account relationship for the reference data sets for which they are authorized

Role: Contract Search and View Access

Privilege: View Customer Account Relationship (Data)

Resource: Trading Community Customer Account Relationship

Trading Community Customer Account Relationship

A Sales Administrator can view customer account relationship for the reference data sets for which they are authorized

Role: Contract View Access Across All Contracts

Privilege: View Customer Account Relationship (Data)

Resource: Trading Community Customer Account Relationship

Trading Community Customer Account Relationship

A Sales Administrator can view trading community customer account relationship for the reference data sets for which they are authorized

Role: Sales Administrator

Privilege: View Customer Account Relationship (Data)

Resource: Trading Community Customer Account Relationship

Trading Community Customer Account Site

A Sales Administrator can view customer account site for the reference data sets for which they are authorized

Role: Contract Search and View Access

Privilege: View Customer Account Site (Data)

Resource: Trading Community Customer Account Site

Trading Community Customer Account Site

A Sales Administrator can view customer account site for the reference data sets for which they are authorized

Role: Subscription Search and View Access

Privilege: View Customer Account Site (Data)

Resource: Trading Community Customer Account Site

Trading Community Customer Account Site

A Sales Administrator can view trading community customer account site for the reference data sets for which they are authorized

Role: Sales Administrator

Privilege: View Customer Account Site (Data)

Resource: Trading Community Customer Account Site

Trading Community Customer Account Site Use

A Sales Administrator can view customer account site use for the reference data sets for which they are authorized

Role: Contract Search and View Access

Privilege: View Customer Account Site Use (Data)

Resource: Trading Community Customer Account Site Use

Trading Community Customer Account Site Use

A Sales Administrator can view customer account site use for the reference data sets for which they are authorized

Role: Contract View Access Across All Contracts

Privilege: View Customer Account Site Use (Data)

Resource: Trading Community Customer Account Site Use

Trading Community Customer Account Site Use

A Sales Administrator can view trading community customer account site use for the reference data sets for which they are authorized

Role: Sales Administrator

Privilege: View Customer Account Site Use (Data)

Resource: Trading Community Customer Account Site Use

Trading Community Duplicate Identification Batch

A Sales Administrator can manage trading community duplicate identification batch a member of an access group associated to the duplicate identification batch with delete access

Role: Access Groups Enablement

Privilege: Manage Trading Community Duplicate Identification Batch (Data)

Resource: Trading Community Duplicate Identification Batch

Trading Community Duplicate Identification Batch

A Sales Administrator can manage trading community duplicate identification batch a member of an access group associated to the duplicate identification batch with update access

Role: Access Groups Enablement

Privilege: Manage Trading Community Duplicate Identification Batch (Data)

Resource: Trading Community Duplicate Identification Batch

Trading Community Duplicate Identification Batch

A Sales Administrator can view trading community duplicate identification batch a member of an access group associated to the duplicate identification batch with view access

Role: Access Groups Enablement

Privilege: View Trading Community Duplicate Identification Batch (Data)

Resource: Trading Community Duplicate Identification Batch

Trading Community Duplicate Resolution Request

A Sales Administrator can manage trading community duplicate resolution request a member of an access group associated to the duplicate resolution request with delete access

Role: Access Groups Enablement

Privilege: Manage Trading Community Duplicate Resolution Request (Data)

Resource: Trading Community Duplicate Resolution Request

Trading Community Duplicate Resolution Request

A Sales Administrator can manage trading community duplicate resolution request a member of an access group associated to the duplicate resolution request with update access

Role: Access Groups Enablement

Privilege: Manage Trading Community Duplicate Resolution Request (Data)

Resource: Trading Community Duplicate Resolution Request

Trading Community Duplicate Resolution Request

A Sales Administrator can view trading community duplicate resolution request a member of an access group associated to the duplicate resolution request with view access

Role: Access Groups Enablement

Privilege: View Trading Community Duplicate Resolution Request (Data)

Resource: Trading Community Duplicate Resolution Request

Trading Community Export

A Sales Administrator can manage trading community export for all trading community export objects in the enterprise

Role: Sales Administrator

Privilege: View Trading Community Export Object (Data)

Resource: Trading Community Export

Trading Community Org Address Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Email Contact Preference

Trading Community Org Address Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Email Contact Preference

Trading Community Org Address Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Customer Self-Service Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Email Contact Preference

Trading Community Org Address Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Resource Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Email Contact Preference

Trading Community Org Address Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Sales Forecasting Delegated Management

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Email Contact Preference

Trading Community Org Address Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Subscription Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Email Contact Preference

Trading Community Org Address Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Phone Contact Preference

Trading Community Org Address Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Phone Contact Preference

Trading Community Org Address Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Customer Self-Service Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Phone Contact Preference

Trading Community Org Address Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Resource Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Phone Contact Preference

Trading Community Org Address Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Sales Forecasting Delegated Management

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Phone Contact Preference

Trading Community Org Address Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Subscription Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Phone Contact Preference

Trading Community Organization Address Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Address Contact Preference

Trading Community Organization Address Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Address Contact Preference

Trading Community Organization Address Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Customer Self-Service Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Address Contact Preference

Trading Community Organization Address Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Resource Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Address Contact Preference

Trading Community Organization Address Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Sales Forecasting Delegated Management

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Address Contact Preference

Trading Community Organization Address Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Subscription Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Address Contact Preference

Trading Community Organization Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Email Contact Preference

Trading Community Organization Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Email Contact Preference

Trading Community Organization Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Customer Self-Service Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Email Contact Preference

Trading Community Organization Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Resource Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Email Contact Preference

Trading Community Organization Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Sales Forecasting Delegated Management

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Email Contact Preference

Trading Community Organization Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Subscription Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Email Contact Preference

Trading Community Organization Party

A Sales Administrator can view trading community organization for all organizations in the enterprise

Role: Contract Search and View Access

Privilege: View Trading Community Organization (Data)

Resource: Trading Community Organization Party

Trading Community Organization Party

A Sales Administrator can view trading community organization for all organizations in the enterprise

Role: Resource Administration

Privilege: View Trading Community Organization (Data)

Resource: Trading Community Organization Party

Trading Community Organization Party

A Sales Administrator can view trading community organization for all organizations in the enterprise

Role: Sales Forecasting Delegated Management

Privilege: View Trading Community Organization (Data)

Resource: Trading Community Organization Party

Trading Community Organization Party

A Sales Administrator can view trading community organization for all organizations in the enterprise

Role: Subscription Search and View Access

Privilege: View Trading Community Organization (Data)

Resource: Trading Community Organization Party

Trading Community Organization Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Phone Contact Preference

Trading Community Organization Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Phone Contact Preference

Trading Community Organization Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Customer Self-Service Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Phone Contact Preference

Trading Community Organization Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Resource Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Phone Contact Preference

Trading Community Organization Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Sales Forecasting Delegated Management

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Phone Contact Preference

Trading Community Organization Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Subscription Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Phone Contact Preference

Trading Community Party

A Sales Administrator can manage sales party a member of an access group associated to the account with full access

Role: Access Groups Enablement

Privilege: Manage Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can manage sales party a member of an access group associated to the contact with full access

Role: Access Groups Enablement

Privilege: Manage Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can manage sales party a member of an access group associated to the household with full access

Role: Access Groups Enablement

Privilege: Manage Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can manage sales party a member of an access group associated to the partner contact with delete access

Role: Access Groups Enablement

Privilege: Manage Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can manage sales party a member of an access group associated to the partner contact with update access

Role: Access Groups Enablement

Privilege: Manage Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can update sales party a member of an access group associated to the account with delete access

Role: Access Groups Enablement

Privilege: Update Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can update sales party a member of an access group associated to the account with update access

Role: Access Groups Enablement

Privilege: Update Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can update sales party a member of an access group associated to the contact with delete access

Role: Access Groups Enablement

Privilege: Update Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can update sales party a member of an access group associated to the contact with update access

Role: Access Groups Enablement

Privilege: Update Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can update sales party a member of an access group associated to the household with delete access

Role: Access Groups Enablement

Privilege: Update Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can update sales party a member of an access group associated to the household with update access

Role: Access Groups Enablement

Privilege: Update Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view sales party a member of an access group associated to the account

Role: Access Groups Enablement

Privilege: View Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view sales party a member of an access group associated to the contact

Role: Access Groups Enablement

Privilege: View Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view sales party a member of an access group associated to the household

Role: Access Groups Enablement

Privilege: View Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view sales party a member of an access group associated to the partner

Role: Access Groups Enablement

Privilege: View Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view sales party a member of an access group associated to the partner contact

Role: Access Groups Enablement

Privilege: View Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view sales party a member of an access group associated to the sales competitor

Role: Access Groups Enablement

Privilege: View Sales Party (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community contact a member of an access group associated to the contact

Role: Access Groups Enablement

Privilege: View Trading Community Contact (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community contact a member of an access group associated to the partner contact

Role: Access Groups Enablement

Privilege: View Trading Community Contact (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community contact for all trading community persons in the enterprise except contacts created by partners.

Role: Contract Search and View Access

Privilege: View Trading Community Contact (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community contact for all trading community persons in the enterprise except contacts created by partners.

Role: Contract View Access Across All Contracts

Privilege: View Trading Community Contact (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community contact for all trading community persons in the enterprise except contacts created by partners.

Role: Customer Self-Service Administration

Privilege: View Trading Community Contact (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community contact for all trading community persons in the enterprise except contacts created by partners.

Role: Subscription Search and View Access

Privilege: View Trading Community Contact (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community person for all people in the enterprise

Role: Contract Search and View Access

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community person for all people in the enterprise

Role: Customer Self-Service Administration

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community person for all people in the enterprise

Role: Resource Administration

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community person for all people in the enterprise

Role: Sales Forecasting Delegated Management

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community person for all people in the enterprise

Role: Subscription Search and View Access

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community person for all people in the enterprise other than sales accounts and sales prospects.

Role: Contract Search and View Access

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community person for all people in the enterprise other than sales accounts and sales prospects.

Role: Resource Administration

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community person for all people in the enterprise other than sales accounts and sales prospects.

Role: Sales Forecasting Delegated Management

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community person for all people in the enterprise other than sales accounts and sales prospects.

Role: Subscription Search and View Access

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community person for all resources in the enterprise

Role: Contract Search and View Access

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community person for all resources in the enterprise

Role: Resource Administration

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community person for all resources in the enterprise

Role: Sales Forecasting Delegated Management

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community person for all resources in the enterprise

Role: Subscription Search and View Access

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Trading Community Party

A Sales Administrator can view trading community resource a member of an access group associated to the resource

Role: Access Groups Enablement

Privilege: View Trading Community Resource (Data)

Resource: Trading Community Party

Trading Community Person Address Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Contact Preference

Trading Community Person Address Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Contact Preference

Trading Community Person Address Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Customer Self-Service Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Contact Preference

Trading Community Person Address Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Resource Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Contact Preference

Trading Community Person Address Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Sales Forecasting Delegated Management

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Contact Preference

Trading Community Person Address Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Subscription Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Contact Preference

Trading Community Person Address Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Phone Contact Preference

Trading Community Person Address Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Phone Contact Preference

Trading Community Person Address Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Customer Self-Service Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Phone Contact Preference

Trading Community Person Address Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Resource Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Phone Contact Preference

Trading Community Person Address Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Sales Forecasting Delegated Management

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Phone Contact Preference

Trading Community Person Address Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Subscription Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Phone Contact Preference

Trading Community Person Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Email Contact Preference

Trading Community Person Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Email Contact Preference

Trading Community Person Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Customer Self-Service Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Email Contact Preference

Trading Community Person Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Resource Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Email Contact Preference

Trading Community Person Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Sales Forecasting Delegated Management

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Email Contact Preference

Trading Community Person Email Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Subscription Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Email Contact Preference

Trading Community Person Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Phone Contact Preference

Trading Community Person Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Phone Contact Preference

Trading Community Person Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Customer Self-Service Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Phone Contact Preference

Trading Community Person Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Resource Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Phone Contact Preference

Trading Community Person Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Sales Forecasting Delegated Management

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Phone Contact Preference

Trading Community Person Phone Contact Preference

A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal.

Role: Subscription Search and View Access

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Phone Contact Preference

Trading Community Relationship

A Sales Administrator can view trading community relationship a member of an access group associated to the account

Role: Access Groups Enablement

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

Trading Community Relationship

A Sales Administrator can view trading community relationship a member of an access group associated to the contact

Role: Access Groups Enablement

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

Trading Community Relationship

A Sales Administrator can view trading community relationship a member of an access group associated to the household

Role: Access Groups Enablement

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

Trading Community Relationship

A Sales Administrator can view trading community relationship a member of an access group associated to the partner contact

Role: Access Groups Enablement

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

Trading Community Relationship

A Sales Administrator can view trading community relationship for all trading community relationships in the enterprise

Role: Customer Self-Service Administration

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

Trading Community Relationship

A Sales Administrator can view trading community relationship for all trading community relationships in the enterprise

Role: Resource Administration

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

Trading Community Relationship

A Sales Administrator can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners

Role: Contract View Access Across All Contracts

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

Trading Community Resource Note

A Sales Administrator can manage trading community resource notes for all resource notes

Role: Resource Administration

Privilege: Manage Trading Community Resource Notes (Data)

Resource: Trading Community Resource Note

Trading Community Resource Note

A Sales Administrator can manage trading community resource notes for the resource notes for which they are the owner

Role: Resource Administration

Privilege: Manage Trading Community Resource Notes (Data)

Resource: Trading Community Resource Note

Trading Community Resource Note

A Sales Administrator can view trading community resource notes for all resource notes

Role: Resource Administration

Privilege: View Trading Community Resource Notes (Data)

Resource: Trading Community Resource Note

Trading Community Resource Profile

A Sales Administrator can manage trading community resource address a member of an access group associated to the resource with update access

Role: Access Groups Enablement

Privilege: Manage Trading Community Resource Address (Data)

Resource: Trading Community Resource Profile

Trading Community Resource Profile

A Sales Administrator can manage trading community resource contact point information a member of an access group associated to the resource with update access

Role: Access Groups Enablement

Privilege: Manage Trading Community Resource Contact Point Information (Data)

Resource: Trading Community Resource Profile

Trading Community Resource Profile

A Sales Administrator can manage trading community resource contact point information for all resource contacts in the enterprise

Role: Resource Administration

Privilege: Manage Trading Community Resource Contact Point Information (Data)

Resource: Trading Community Resource Profile

Trading Community Resource Profile

A Sales Administrator can manage trading community resource skill a member of an access group associated to the resource with update access

Role: Access Groups Enablement

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

Trading Community Resource Profile

A Sales Administrator can manage trading community resource skill for all resource skills

Role: Resource Administration

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

Trading Community Resource Profile

A Sales Administrator can manage trading community resource skill for the resource skills of persons who they manage

Role: Resource Administration

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

Trading Community Resource Profile

A Sales Administrator can manage trading community resource skill for their resource skills

Role: Resource Administration

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

Trading Community Resource Profile

A Sales Administrator can remove trading community resource a member of an access group associated to the resource with delete access

Role: Access Groups Enablement

Privilege: Remove Trading Community Resource (Data)

Resource: Trading Community Resource Profile

Trading Community Resource Profile

A Sales Administrator can remove trading community resource for all resources in the enterprise

Role: Resource Administration

Privilege: Remove Trading Community Resource (Data)

Resource: Trading Community Resource Profile

Trading Community Resource Profile

A Sales Administrator can update trading community resource a member of an access group associated to the resource with full access

Role: Access Groups Enablement

Privilege: Update Trading Community Resource (Data)

Resource: Trading Community Resource Profile

Trading Community Resource Profile

A Sales Administrator can update trading community resource for all resources in the enterprise

Role: Resource Administration

Privilege: Update Trading Community Resource (Data)

Resource: Trading Community Resource Profile

Trading Community Resource Profile

A Sales Administrator can update trading community resource for their resource record

Role: Resource Administration

Privilege: Update Trading Community Resource (Data)

Resource: Trading Community Resource Profile

Trading Community Resource Sales Representative Setup

A Sales Administrator can maintain trading community resource sales representative setup for the reference data sets for which they are authorized

Role: Sales Administrator

Privilege: Manage Trading Community Salesperson Setup (Data)

Resource: Trading Community Resource Sales Representative Setup

Trading Community Resource Sales Representative Setup

A Sales Administrator can manage trading community salesperson setup for all the trading community salesperson setup data

Role: Resource Administration

Privilege: Manage Trading Community Salesperson Setup (Data)

Resource: Trading Community Resource Sales Representative Setup

Trading Community Resource Sales Representative Setup

A Sales Administrator can manage trading community salesperson setup for the reference data sets for which they are authorized

Role: Resource Administration

Privilege: Manage Trading Community Salesperson Setup (Data)

Resource: Trading Community Resource Sales Representative Setup

Trading Community Resource Sales Representative Setup

A Sales Administrator can view trading community resource sales representative setup for the reference data sets for which they are authorized

Role: Sales Administrator

Privilege: View Trading Community Salesperson Setup (Data)

Resource: Trading Community Resource Sales Representative Setup

Trading Community Resource Sales Representative Setup

A Sales Administrator can view trading community salesperson setup for all the trading community salesperson setup data

Role: Resource Administration

Privilege: View Trading Community Salesperson Setup (Data)

Resource: Trading Community Resource Sales Representative Setup

Trading Community Resource Sales Representative Setup

A Sales Administrator can view trading community salesperson setup for the reference data sets for which they are authorized

Role: Resource Administration

Privilege: View Trading Community Salesperson Setup (Data)

Resource: Trading Community Resource Sales Representative Setup

User

A Sales Administrator can change user for persons in their person security profile.

Role: Sales Administrator

Privilege: Link User Account (Data)

Resource: User

User

A Sales Administrator can change user for subordinates in their person security profile.

Role: Sales Administrator

Privilege: Link User Account (Data)

Resource: User

User

A Sales Administrator can create user for persons in their person security profile.

Role: Sales Administrator

Privilege: Create User Name Data OBSOLETE

Resource: User

User

A Sales Administrator can create user for subordinates in their person security profile.

Role: Sales Administrator

Privilege: Create User Name Data OBSOLETE

Resource: User

User

A Sales Administrator can edit user for persons in their person security profile.

Role: Sales Administrator

Privilege: Edit User Name (Data)

Resource: User

User

A Sales Administrator can edit user name for persons in their person security profile.

Role: Edit User Name

Privilege: Edit User Name (Data)

Resource: User

User

A Sales Administrator can link user account for persons and assignments in their person and assignment security profile

Role: Manage User Account

Privilege: Link User Account (Data)

Resource: User

User

A Sales Administrator can manage user accounts for persons and assignments in their person and assignment security profile

Role: Manage User Account

Privilege: Manage User Accounts (Data)

Resource: User

User

A Sales Administrator can manage user for persons and assignments in their person and assignment security profile

Role: Sales Administrator

Privilege: Manage Users (Data)

Resource: User

User

A Sales Administrator can view user accounts for persons and assignments in their person and assignment security profile

Role: Manage User Account

Privilege: View User Accounts (Data)

Resource: User

User Context Data

A Sales Administrator can view user context data for all user context data in the enterprise

Role: Sales Administrator

Privilege: View User Context (Data)

Resource: User Context Data

User Role

A Sales Administrator can view user role for persons and assignments in their person and assignment security profile

Role: Sales Administrator

Privilege: Assign User Roles (Data)

Resource: User Role

User Role

A Sales Administrator can view user role for subordinates in their person and assignment security profile

Role: Sales Administrator

Privilege: Assign User Roles (Data)

Resource: User Role

Work Relationship

A Sales Administrator can view work relationship for all people in the enterprise

Role: Employee Resource Administration

Privilege: View Work Relationship (Data)

Resource: Work Relationship

Work Terms

A Sales Administrator can manage work term for all people in the enterprise

Role: Employee Resource Administration

Privilege: Manage Work Term (Data)

Resource: Work Terms

Worker

A Sales Administrator can change worker working hour for all people in the enterprise

Role: Employee Resource Administration

Privilege: Change Worker Working Hour (Data)

Resource: Worker

Privacy

This table lists data security policies for privacy for the Sales Administrator job role.

Business Object Policy Description Policy Store Implementation

Trading Community Person Phone

A Sales Administrator can manage trading community person mobile phone number for all trading community person mobile phone numbers

Role: Customer Self-Service Administration

Privilege: Manage Trading Community Person Mobile Phone Number

Resource: Trading Community Person Phone

Trading Community Person Phone

A Sales Administrator can view trading community person mobile phone number for all trading community person mobile phone numbers

Role: Customer Self-Service Administration

Privilege: View Trading Community Person Mobile Phone Number

Resource: Trading Community Person Phone